Client Account Manager Private Markets (f/m/d)

CFA Institute; Frankfurt; Vor Ort; EUR 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Company pension

Relocation support

Bike leasing

Wellbeing programs

Zusammenfassung

Allianz Global Investors is seeking a Client Account Management professional for Private Markets in Frankfurt. You will join a global team, coordinate client onboarding across EMEA, and collaborate with Sales, Investment and other internal stakeholders to deliver high-quality service to institutional clients.

The role requires a university degree or professional qualification (e.g., CAIA, CFA, CEFA). Fluency in German and English, knowledge of Private Markets and capital markets, and a

Qualifikationen

• University degree or professional qualification (e.g., CAIA, CFA, CEFA, etc.).
• Initial experience in asset management.
• Depth knowledge of Private Markets.
• Market- and Client-related Private Markets expertise preferred.
• Knowledge in capital markets and portfolio management.
• Strong organizational skills with the ability to manage multiple priorities.
• Clear, concise, and confident communication in German and English.
• Proactive, self-driven working style with accountability.
• High work ethic and professionalism.

Aufgaben

• Coordinate client onboarding for Private Markets, primarily for clients across EMEA.
• Handle client inquiries throughout the investment lifecycle, including reporting, capital calls, valuations, reviews, and account changes.
• Manage and continuously improve client servicing processes and stakeholder interfaces.
• Liaise with Legal, Portfolio Management, administrators, and external partners on tax, fund and mandate structuring, and legal matters.
• Support Sales in client engagements, RFP responses, and due diligence processes.
• Facilitate the launch of Private Markets products aligned with client needs.

Kenntnisse

German & English

Organizational skills

Team collaboration

Problem solving

Microsoft Office

Ausbildung

University degree or CAIA/CFA/CEFA

Tools

Microsoft Copilot

Machine Learning

Capital markets software

Jobbeschreibung

Private Markets are a core pillar of Allianz Global Investors' global strategy. As we continue to expand our client service offering worldwide, we are further strengthening our Private Markets presence across the globe.

To support this growth, we are looking for a new team member to join our Client Account Management Private Markets team at our Frankfurt office as soon as possible.

Your efforts will contribute to ensuring and continuously improving high-quality service for our institutional clients, while also helping to drive the continued success of our Private Markets platform. In this role, you will be part of a global team and collaborate closely with various stakeholders across Sales, Investment, and other internal departments.

What you will do

• Coordinate client onboarding for our Private Markets products, primarily for clients across EMEA, while also supporting clients globally.
• Handle client inquiries throughout the investment lifecycle, including reporting, capital calls, valuations, reviews, ad hoc requests, and account changes.
• Manage and continuously improve client servicing processes and related stakeholder interfaces.
• Liaise with internal and external stakeholders, including Legal, Portfolio Management, administrators, and other external partners on topics such as tax, fund and mandate structuring, and legal matters.
• Support Sales colleagues in client engagements, RFP responses, and participation in due diligence processes.
• Facilitate the launch of Private Markets products, ensuring alignment with clients' needs and expectations.
• Respond to client inquiries in a timely and professional manner.

What you bring

• University degree or a professional qualification (e.g., CAIA, CFA, CEFA, etc.)
• Initial experience in asset management
• Depth knowledge of Private Markets
• Market- and Client-related Private Markets expertise preferred
• Knowledge in capital markets and portfolio management
• Strong organizational skills with the ability to manage multiple priorities
• Willingness and ability to collaborate within a team
• Clear, concise, and confident communication in both German and English
• Proactive, self-driven working style with a high level of accountability
• High work ethic and positive attitude
• Ability to work effectively under pressure and meet deadlines
• High level of discretion and professionalism
• Strong problem-solving skills and solution-oriented thinking
• Knowledge and experience of Generative AI, Microsoft Copilot (or similar tools), and Machine Learning
• Proficiency in Microsoft applications

Additional Hiring Information

• Comprehensive training on capital markets, investment products (public and private markets), and internal systems will be provided
• Training programs combine structured learning formats with role-specific development opportunities

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!

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.

Join us. Let's care for tomorrow.

To Recruitment Agencies

Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.

When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.

Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.

Finally, please do not contact hiring managers directly.

107175 | Sales & Distribution | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent