Client Account Manager (Munich)

at  Albourne

ACCOUNTABILITIES:

• Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services.
• Onboard new clients to the firm, setting up their Albourne experience through the profile, run checks on new users, and provide training to the client.
• Gain in depth knowledge of the clients interests and needs to be able to identify cross selling opportunities in coordination with the Cross-Selling and Marketing Teams.
• Take ownership of the clients contract by becoming an expert on how they should be serviced.
• Support in monitoring and maintaining client due diligence requests, budgets, and client voting.
• Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)
• Become fluent in Albourne industry initiatives to independently explain our positions, garner feedback, and liaise with the appropriate Albourne representative to implement any change
• Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts
• Ensure client deliverables are prepared, reviewed, and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
• Ensure the internal database and knowledge management system are maintained with up-to-date information on the clients
• Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports

OTHER REQUIREMENTS:

• Fluent in German and English
• Right to work in Germany
• Strong literacy in Microsoft Office
• Proactive self-starter and proficient in time management, multi-tasking skills and strong organisational capabilities
• Professional demeanour and strong interpersonal skills
• Abide by the Portfolio function policies and procedures as well as the Albourne Groups policies and procedures including but not limited to IFFM, compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
• Sign and comply with terms of Albournes Compliance Manual and procedures
• Attendance at bi-annual company events as requested.
• Travel (upon request)

Benefits & Perks:

• Discretionary bonus
• Company sponsored professional development
• Wellness program (e.g., fitness tracking devices, yoga classes, inter-office competitions)
• Social events
• 27 days annual leave
• Service recognition days

At Albourne we believe a diverse, inclusive, and equitable workplace is one where all employees, feel valued and respected.
Part time feasible.
All reasonable facilities will be provided for applicants and staff with disabilities to enable them to perform their roles.
Please click the following link to view Albourne Partners Limited’s Candidates Privacy Notice.pdf.
Location: Munich, Germany
Work authorization: Must be eligible to work in Germany
1 Numbers are of 01 January 2024
2 Number is of 01 January 202

This is an entry-level position. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients and interacts with them on a daily basis. Your tasks will involve providing administrative support within the Portfolio group, which acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes.