Job Description
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.
The Client Services Team is responsible for supporting existing German client relationships as well as developing new business and onboarding new clients. Clients include purely institutional, financial advisor networks, retail and private banks, asset management firms, distributors and distribution platforms.
The Client Service Manager (m/f/d) 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 within internal workflow processes, systems and structures to ensure 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 includes 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
- Adopt CRM systems using bespoke IT applications
- Produce regular and ad-hoc management information reports using internal reporting system
- Master's degree
- Solid knowledge of asset management products and strategies (minimum five years of experience)
- Proficiency in the 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
- Interest in ensuring accuracy, clarity and quality of work
- Strong problem-solving and analytical skills
- Experience working with senior management
- Commercial awareness; self-motivated, proactive and intuitive
- Confidence in operating within a client-facing environment
- Work-Life-Management – The world of work is becoming increasingly complex and the demands on our colleagues are increasing. As a result, work-life management is becoming increasingly important. We support it with modern hybrid working models, reconciling professional and private life.
- Development – We support training and development of our employees with a wide range of programs, including a mobile app. Our talent programs promote the professional development and offer tailored opportunities for everyone.
- Health and fitness – The health of our colleagues is important to us – we care. That's why we support a wide range of prevention, sports, insurance and therapy programs.
- Community – We are Generali. With this in mind, we promote the opportunity to network with colleagues, even beyond our direct areas of work.
- Salary – The aim of our HR strategy is to ensure performance-related and fair remuneration. Performance-related bonuses, a company pension scheme and various benefits are attractive fringe benefits.
- Discounts – Whether with employee conditions for insurance and financial products or corporate benefits – our colleagues benefit from a wide range of discounts and allowances.