DISCOVER NEW PERSPECTIVES AT GENERALI INVESTMENTS AS

Client Service Manager (m/f/d)
Overview
Generali Investments is one of the leading European asset management providers.
Over 1,200 specialists in numerous countries have more than € 670 billion in assets under management. Through dedicated professionals, specific expertise and advanced technologies, we develop solutions that our clients need most.
That is the job
The Client Services Team is responsible for supporting German existing Client relationships as well as developing new business and onboarding new clients. Clients include pure institutional, financial advisors networks, retail and private banks, asset management firms, distributors and distribution platforms.
The Client Service Manager takes ultimate responsibility for the servicing of Client relationships in close cooperation with the German Sales Team, ensuring the consistent delivery of a high-quality service.

The ideal candidate will work on the following activities:

• Support all Client & Prospect Management and Service Delivery activities within the business, towards institutional accounts (mainly Professionals of the Financial Sector and Pension Funds) as well as Retail Distribution Networks
• Work to internal workflow processes, systems and structures to ensure an effective support services operation, by coordinating different colleagues In particular:
• Input, analyse and disseminate data
• Undertake the daily work relevant to the effective running of the Business Relationship Management Section. This implies assisting with any client-related business projects, including onboarding, offboarding, distribution agreements, IMAs, advisory and SLAs negotiation/execution and taking part in internal panels or forums, as well as external meetings and events.
• Act as a key contact and interface between the sales team and clients
• Adopting CRM systems using bespoke IT application
• Produce regular and ad-hoc management information reports using internal reporting system

Profil

• Master’s Degree
• Solid knowledge of asset management products and strategies (min 5 years of experience)
• Proficient in use of IT systems and advanced knowledge of Microsoft Office (notably, Excel spreadsheets)
• High standard of English and general education (knowledge of another EU language is a plus)
• Proven ability to effectively collaborate with the team and stakeholders, both remotely and in person
• Ability to create, maintain and promote a productive and supportive relationship with all stakeholders
• Open to flexibility and change
• Excellent organizational, planning, writing and communication skills
• An interest in ensuring accuracy, clarity and quality of work
• Strong problem solving and analytical skills
• Experience of working with senior management
• Commercial awareness; self-motivated, pro-active and intuitive
• Confidence in operating within a client-facing environment

Benefits

RABATTE

Egal ob mit Mitarbeiterkonditionen für Versicherungs- und Finanzprodukte oder Corporate Benefits – unsere Kolleginnen und Kollegen profitieren von einer Vielzahl an Rabattmöglichkeiten und Zuschüssen.
Persönlicher Kontakt
Questions?
Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.
Are you looking for a company that cares about the future of its customers and employees? An employer that promotes diversity, continuous learning and open communication? Then apply to join us! Please send us your complete application documents (cover letter, certificates, CV).
Get in touch with our Career-Team per E-Mail or phone:

anna-katharina.koenig@generali-invest.com
0221 42035016

Please refer the Job description for details