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Institutional Account Manager


  Munich, Bayern   €75.000-90.000

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  Finance    Permanent

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We are currently working on behalf of a leading international asset manager in Munich, who are looking for an experienced Institutional Account Manager (m/f/d). The successful candidate will be the central point of contact for existing Investment Management EMEA clients while working closely with the Relationship Managers on all aspects of client relationships and being the liaison between the client and the company.

Tasks:

  • provide effective pre- and post-sales support working closely with relationship managers, product specialists and other investment stakeholders
  • collaborate with all relevant internal functions on client servicing efforts
  • take part in client meetings and assist in planning and organising conferences and events
  • coordinating and having oversight of client take-ons and transition of assets
  • supporting institutional and wholesale distributors on-boarding processes
  • liaising with legal and various parties regarding client IMAs, distribution agreements, rebate agreements, NDAs
  • having proactive ownership and coordination of complex client related queries and projects requiring input from various internal parties
  • scheduling, coordinating and attending where applicable review meetings and calls with clients alongside relationship managers
  • coordination of RFPs, RFIs, platform and due diligence questionnaires between relevant internal parties and supporting RMs in reviewing RFPs
  • assisting in follow ups from new business and client meetings

Your Profile: 

  • Degree in Finance or related field
  • 4+ years of experience in asset management client services
  • Solid understanding of EMEA ex-UK markets, channels, and client types
  • Experience of onboarding new clients
  • Ability to take the initiative to solve complex client queries, escalate issues and collaborate with internal stakeholders 
  • Languages: German and English (C1+)

We aim to be an equal opportunity recruiter and we are determined to ensure that no applicant receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements.

Christian.Schultz Dominguez

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