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Union Investment | Germany | Frankfurt am Main | Permanent position | Part time - flexible / Full time / Home office | Published since: 06.05.2025 on stepstone.de

Client Relationship Manager (m/w/d) for Institutional Clients (full-time or part-time)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Union Investment is known for outstanding asset management expertise and thus one of the leading investment fund companies. As part of the cooperative finance group, we have been offering private individuals and institutional customers sustainable investment solutions since 1956 with the aim of increasing the wealth of our more than five million investors.

Our culture is characterized by a high level of performance and partnership. With us all employees bring their own history. It is self-evident for us to create a working environment in which people with different genders, from different age groups, with physical impairments, different sexual orientations, social and cultural backgrounds, ethnic affiliations and religions can be themselves. We appreciate this diversity and create a community to which everyone makes a valuable contribution. JOBV1_EN

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Your tasks • Your profile • What we offer

Union Investment is known for outstanding asset management expertise and thus one of the leading investment fund companies. As part of the cooperative finance group, we have been offering private individuals and institutional customers sustainable investment solutions since 1956 with the aim of increasing the wealth of our more than five million investors.

Our culture is characterized by a high level of performance and partnership. With us all employees bring their own history. It is self-evident for us to create a working environment in which people with different genders, from different age groups, with physical impairments, different sexual orientations, social and cultural backgrounds, ethnic affiliations and religions can be themselves. We appreciate this diversity and create a community to which everyone makes a valuable contribution.

Our client relationship management is responsible for the care and acquisition of institutional customers. Strengthen our team in the following tasks: Acquisition of mandates of large institutional customers Active management of existing customer relationships together with our fund management Development of individual asset management concepts and marketing of institutional fund solutions Convincing presentation before decision-makers/groups in customer appointments and pitches Inputers in marketing and product planning for this extremely versatile, extremely exciting target group

You fit us and this sales position when you bring the following: Successful economic studies or a comparable qualification Active in relationship management with a pronounced acquisition skill and a sense of customer needs Multiannual professional experience in the distribution of asset management services as well as in-depth knowledge about the capital markets and all common asset management issues Professional experience in the acquisition and support of institutional investors as well as established contacts with decision-makers in the areas of treasury and investment/pension funds Winning, convincing appearance with high empathy and communication strength Teamability, commitment, enforcement and negotiation strength We also welcome diverse educational backgrounds and work experiences. We are open to talents whose CV at first glance does not fit 100% with the requirements in our job ad. We offer the appropriate framework conditions to fully develop their individual potential.

In addition to our attractive work environment, there are also numerous other benefits and social benefits such as Mobile and flexible work Free Germany Ticket as a Job Ticket Attractive operating restaurants and coffee bars at Frankfurt and Luxembourg locations Granted lunch Free drinks at work Occupational pension Assets Employee conditions within the framework of the cooperative financial association Childcare allowance Various offers on the topics of fitness and health (e.g. Wellpass, Internal Sports and Health Care) Various leasing offers (e.g. bicycle or tech leasing) Further education Modern working environments, including a first-class IT equipment and much more! Benefits may vary according to company and location. JOBV1_EN

Company location

Location

ava Union Investment
Frankfurt am Main
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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