We are seeking a Client Service Specialist to expand our client service capabilities and extend our distribution and investment marketing initiatives globally. The successful candidate would report directly to the Managing Director, Marketing & Client Services.
MAIN RESPONSIBILITIES
Co-ordinate, prepare and oversee substantive client portfolio reviews and specific client pitches
Develop and maintain client presentations and marketing materials across a variety of jurisdictions, reflecting changing investment markets and investor needs
Support the co-ordination of client meetings and events
Oversee campaign management such as new product launches, including respective mailings and hosting of webinars and/or client calls
Frequent interaction with portfolio management, operations and sales
Handle ad-hoc Client Service requests from the various stakeholders
QUALIFICATIONS, EXPERIENCE AND OTHER PERSONAL ATTRIBUTES
Minimum of 3 years' relevant experience in the asset management or financial services industry
University degree or professional equivalent
Proficient knowledge of financial markets and investment products and willingness to expand knowledge in asset management, investment products and asset classes
Thorough understanding of operational tasks with a flexible and adaptive work approach
Strong attention to detail with the ability to generate an exceptional output on a timely basis
Professional, client oriented with an entrepreneurial attitude
Collaborative, pro-active team player with a can-do attitude and a 'hands-on' approach
Accomplished writing skills and numeracy
Exceptional stakeholder management skills with the ability to interact and integrate across numerous functions within the Group
Excellent command of German and English both written and orally
Demonstrable competence with modern communication tools and platforms
In-depth knowledge of PowerPoint, Word, Excel and Outlook
Must be willing to work as part of a small team in Munich, along with the teams based in Zurich and London
