Client Account Manager (CAM) (f/m/d)

Allianz Global Investors GmbH; Frankfurt; Híbrido; EUR 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Company pension plan

Relocation support

Employee share plan

Mental health & wellbeing programs

Bike leasing (Jobrad)

Descripción de la vacante

Allianz Global Investors GmbH is seeking a Client Account Manager to strengthen relationships with key German clients and drive account growth. You will act as the main contact, identify cross-selling opportunities, and coordinate with internal teams to deliver excellent service.

You bring 3+ years in client advisory in financial services, strong institutional know-how, and advanced IT skills (SQL/VBA). Fluent in German with good English, and a proactive, solution-oriented mindset are essential.

Formación

• 3+ years of client advisory experience in financial services or asset management.
• Strong knowledge of institutional client servicing and engagement strategies.
• Ability to identify cross-selling opportunities and manage client relationships.

Responsabilidades

• Develop and maintain relationships with existing institutional clients in Germany.
• Serve as primary contact and respond to client inquiries and needs.
• Identify and own cross-selling opportunities with clients across offerings.
• Collaborate with Client Service Experts and internal stakeholders to ensure seamless delivery.
• Participate in client meetings and present insights and performance updates.

Conocimientos

Client advisory

Relationship management

Cross-selling

Negotiation

IT skills (SQL, VBA)

English & German

Educación

CFA/CAIA/CEFA/FP desirable

Herramientas

SQL

VBA

Descripción del empleo

About Allianz Global Investors

Allianz Global Investors is a leading active asset manager, managing assets for individuals, families, and institutions worldwide. Our shared goal to shape a future of opportunity for our clients is foundational to our culture and our values. We look to attract, and actively nurture, individuals with the drive to achieve excellence at every stage of the investment experience.We believe an inclusive culture is key to a flourishing workforce. Not only do we celebrate the broad range of experiences, backgrounds, and attributes that our workforce brings, but we support our people to live and work in a way that promotes their own wellbeing.Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges is what makes us a unique employer.We are united by a shared commitment: to put our clients first and at the centre of everything we do. Their needs inspire our thinking and guide our actions.Together, we can build an environment where everyone feels empowered and confident to explore, grow and shape a better future - for our clients and for the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. The foundation for this is our inclusive workplace, where people and performance both matter, and where integrity, fairness, inclusion and trust are at the heart of our culture.We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.If you feel inspired to promote the active asset management experience, this is the place for you. Join our international, technology-enabled, and agile environment.

108092 | Sales & Distribution | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent

The Client Account Manager (CAM) will play a pivotal role in managing and strengthening relationships with key clients across Germany. Reporting directly to the Team Lead, CAM Pension, the CAM will be responsible for ensuring client satisfaction, driving account growth, and delivering exceptional service. The role will have a "Farmer" focus, emphasizing the management of existing client relationships and the creation of cross-selling opportunities.

What you will do

• Develop and maintain strong relationships with existing clients, understanding their needs and providing tailored solutions.
• Act as the primary point of contact for clients.
• Identify and own cross-selling opportunities, working with clients to expand service offerings and support cross-selling initiatives.
• Collaborate with the Client Service Experts team and other internal stakeholders to ensure seamless service delivery and address client issues promptly.
• Participate in client meetings and presentations, representing the company professionally and effectively.
• Be able to report to clients with the perspective and depth of a portfolio manager, explaining portfolio performance clearly and confidently.
• Provide regular updates and reports to the Client Engagement Leadership Team on account status and performance.
• Stay informed about industry trends and developments to provide clients with relevant insights and recommendations.

What you bring

• Significant experience (typically 3+ years) in client advisory services within a financial institution or investment management firm, with a focus on the institutional sector.
• Strong knowledge of institutional client servicing within the financial services industry.
• Proven ability to develop client relationships and implement client retention strategies.
• Good understanding of common investment vehicles, alternative investment products, and client engagement strategies.
• Awareness of capital markets and their implications for client service and engagement.
• Deep knowledge of capital markets and broader economic interdependencies, with the ability to translate these insights into relevant client discussions.
• Advanced IT skills, including programming knowledge of SQL and VBA, combined with a strong affinity for automation and process optimization.
• Relevant professional qualifications (such as CFA, CIIA, CEFA, DVFA Investment Analyst, CAIA, or CFP) are desirable.
• Strong negotiation skills, a service-oriented mindset, and a customer-focused approach to enhancing client relationships.
• Commitment to teamwork, a solution-oriented mindset, and strong execution skills to drive client engagement initiatives.
• Excellent German language skills and very good English language skills, enabling clear and professional communication with clients and internal stakeholders. Additional language skills are considered an advantage.
• Market- and-Client-related Private Markets expertise preferred.

What we offer

• We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours)
• Securing your future: Access to company pension/savings plans
• Family support (relocation/ childcare facilities)
• Company share purchasing plan
• Mental health and wellbeing programs
• Mobility solutions (Jobrad bike leasing, subvention Jobticket)
• Career opportunities within the entire Allianz Group
• Self-guided learning & development
• ... and so much more!