Senior Relationship Manager

Universal-Investment; Frankfurt; Hybrid; EUR 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Office canteen

Bike leasing

Discount programs

Home office option

Flexible hours

Zusammenfassung

Universal Investment, with offices in Frankfurt, is seeking a seasoned Asset Owner Relationship-Management specialist for the DACH region. You will build and maintain long-term relationships with corporate and pension clients, understanding their needs and delivering tailored fund solutions.

You will lead negotiations, identify growth opportunities, and coordinate account plans to achieve revenue and retention targets while representing the company at meetings and pitches.

Qualifikationen

• Completed degree in economics/business studies or similar.
• Proven track record in the fund industry.
• Established institutional client network.
• Excellent German and English communication skills.

Aufgaben

• Build and maintain long-term relationships with key customers.
• Serve as primary contact ensuring high client satisfaction and engagement.
• Identify growth opportunities and drive upselling and cross-selling initiatives.
• Lead commercial negotiations and pricing discussions in alignment with company objectives.
• Develop and execute account plans to achieve revenue, profitability and retention targets.
• Represent Universal Investment at investment committee and service meetings, workshops and sales pitches.

Kenntnisse

Relationship mgmt

Negotiation

Account management

Upselling

Cross-selling

Presentation skills

German-English fluency

Ausbildung

Economics/Business degree

Jobbeschreibung

Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris, Singapore and Stockholm, we continue to expand internationally.

We are currently looking for a colleague to join our Asset Owner Relationship-Management DACH Department that is responsible for the relationship with Asset Owner clients from the DACH region, mainly corporates and pensions.

Your tasks and responsibilities:

• Build, maintain, and strengthen long-term relationships with key customers and achieve a good understanding of our clients’ needs.
• Act as primary point of contact, ensuring a high level of client satisfaction and engagement
• Identify growth opportunities within existing accounts and drive upselling and cross-selling initiatives
• Lead commercial negotiations and pricing discussions in alignment with company objectives
• Develop and execute account plans to achieve revenue, profitability and retention targets
• Represent Universal Investment at investment committee and service meetings, workshops and sales pitches.

Your skills and experience:

• Completed degree in economics/business studies or similar
• A proven track record of experience in the fund industry
• Established and stable institutional clients network
• Proven ability to build and maintain trusted relationships with Institutional Asset Owner clients
• Excellent commercial acumen with experience in contract negotiations, revenue growth initiatives, and strategic account management
• Sound knowledge of fund operations, fund administration, etc.
• Excellent communication and presentation skills, fluently in German and English
• High level of client focus, problem-solving ability, and commitment to delivering exceptional service

We offer:

• An exciting working environment and challenging tasks
• Extensive insight into the European fund industry
• Friendly, international and goal-oriented working environment
• High degree of independent work
• Office Canteen, bike leasing, and other attractive discounts
• Home office possibility and time flexibility