Client Account Manager (CAM) (f/m/d)

The Client Account Manager (CAM) will play a pivotal role in managing and strengthening relationships with key clients across Germany. Reporting directly to the Team Lead, CAM Pension, the CAM will be responsible for ensuring client satisfaction, driving account growth, and delivering exceptional service. The role will have a "Farmer" focus, emphasizing the management of existing client relationships and the creation of cross-selling opportunities.

What you will do

• Develop and maintain strong relationships with existing clients, understanding their needs and providing tailored solutions. • Act as the primary point of contact for clients. • Identify and own cross-selling opportunities, working with clients to expand service offerings and support cross-selling initiatives. • Collaborate with the Client Service Experts team and other internal stakeholders to ensure seamless service delivery and address client issues promptly. • Participate in client meetings and presentations, representing the company professionally and effectively. • Be able to report to clients with the perspective and depth of a portfolio manager, explaining portfolio performance clearly and confidently. • Provide regular updates and reports to the Client Engagement Leadership Team on account status and performance. • Stay informed about industry trends and developments to provide clients with relevant insights and recommendations.

What you bring

• Significant experience (typically 3+ years) in client advisory services within a financial institution or investment management firm, with a focus on the institutional sector. • Strong knowledge of institutional client servicing within the financial services industry. • Proven ability to develop client relationships and implement client retention strategies. • Good understanding of common investment vehicles, alternative investment products, and client engagement strategies. • Awareness of capital markets and their implications for client service and engagement. • Deep knowledge of capital markets and broader economic interdependencies, with the ability to translate these insights into relevant client discussions. • Advanced IT skills, including programming knowledge of SQL and VBA, combined with a strong affinity for automation and process optimization. • Relevant professional qualifications (such as CFA, CIIA, CEFA, DVFA Investment Analyst, CAIA, or CFP) are desirable. • Strong negotiation skills, a service-oriented mindset, and a customer-focused approach to enhancing client relationships. • Commitment to teamwork, a solution-oriented mindset, and strong execution skills to drive client engagement initiatives. • Excellent German language skills and very good English language skills, enabling clear and professional communication with clients and internal stakeholders. Additional language skills are considered an advantage. • Market- and Client-related Private Markets expertise preferred.