Client Account Manager Wholesale and Retail (f / m / d)

Allianz Global Investors GmbH; Frankfurt; Vor Ort; EUR 50.000 - 80.000; Vollzeit

Zusammenfassung

Ein führendes Unternehmen im aktiven Asset Management sucht einen Client Account Manager für das Wholesale- und Retail-Team in Frankfurt. Die Hauptaufgaben umfassen die Unterstützung des Vertriebs, die Betreuung von Tier 3-Kunden und die Zusammenarbeit mit Key Account Managern. Ideal sind Bewerber mit einem akademischen Abschluss in Betriebswirtschaft und Erfahrung im deutschen Finanzmarkt. Flexibles Arbeiten, betriebliche Altersvorsorge und zahlreiche Weiterbildungsangebote werden angeboten.

Leistungen

Flexible Arbeitszeitmodelle

Zugang zu Unternehmenspensionen

Karrieremöglichkeiten innerhalb der Allianz Gruppe

Programme zur Mentalen Gesundheit

Qualifikationen

• Akademischer oder vergleichbarer Abschluss in Betriebswirtschaft, Wirtschaft, Finanzen oder einem verwandten Bereich.
• Erste Berufserfahrung vorzugsweise durch Praktika oder Werkstudententätigkeiten.
• Fließende Deutsch- und Englischkenntnisse.

Aufgaben

• Umfassende Unterstützung für Vertriebsmitarbeiter und Tier 3-Kunden.
• Aktive und passive Kommunikation mit Vertriebspartnern.
• Unterstützung bei der Organisation von Veranstaltungen und Messen.

Kenntnisse

Kommunikationsfähigkeit

Vertriebserfahrung

Flexibilität

Ausbildung

Akademischer Abschluss in Betriebswirtschaft oder vergleichbarer Fachrichtung

Tools

CRM-Plattformen (z.B. Salesforce)

MS Word

PowerPoint

Excel

Jobbeschreibung

Client Account Manager Wholesale and Retail (f / m / d)

Join us. Let’s care for tomorrow.

At Allianz Global Investors we foster a culture of professionalism, fulfilment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now!

We are currently looking for a forward-thinking and results-oriented Client Account Manager for our Wholesale and Retail teams to start as soon as possible. This position is based in our Frankfurt office.

Providing comprehensive and optimal support to our sales partners is our top priority. The focus of the role is daily contact with our customers, collaboration with and support for key account and sales managers, and independent support for Tier 3 customers.

What you will do

• Active and passive support for sales partners (inbound and outbound calls, written and in-person communication), helping the sales team with upselling and cross-selling
• Cold calls with sales partners, including product pitches
• Independent support for Tier 3 customers from all customer segments
• Support for key account managers and sales managers in meetings with sales partners (preparation of sales documents, sending of information, etc.)
• Support / organization of roadshows, trade fairs, etc. in close cooperation with event marketing
• Independent organization and implementation of virtual event formats
• Evaluation and maintenance of the customer database (CRM)
• Collaboration on sales projects.

What you bring

• Academic or comparable degree in business administration, economics, finance, or a comparable field of study
• Initial professional experience either through internships or working student positions or through entry into a comparable role
• Proven knowledge and experience of the German retail financial market
• Understanding of the distribution of mutual funds to financial intermediaries
• Experience in product sales and customer support
• Very good knowledge of MS Word, PowerPoint, and Excel, basic knowledge of CRM platforms (e.g., Salesforce)
• Fluent written and spoken German (native) and English
• Basic knowledge of ChatGPT and Data Analytics to generate insights, automate reporting, and support decision-making processes
• Willingness to take on responsibility
• High degree of flexibility and commitment as well as problem-solving skills
• High level of self-motivation, quick comprehension, and a flexible and service-oriented attitude.

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 global active asset manager.

We invest for the long term and want to create value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their needs, and build solutions based on capabilities across public and private markets. Our focus on enhancing our clients’ assets leads naturally to a commitment to sustainability for positive change. Our goal is to enhance the investment experience for clients, whatever their location or goals.

Putting our clients' needs first, behaving in a transparent way and treating people fairly means acting with integrity. We encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.

We at Allianz believe in a diverse and inclusive workforce, we are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board.

If you feel inspired to promote the active asset management experience, this is the place for you. Join our diverse, international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position! If you need support to navigate our websites or at any stage during your application, please send an email with your request to [e-mail]

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.