Client Service Officer

Locatie:

Degroof Petercam Asset Management Sa. Zweignierderlassung Deutschland

Germany

Wiesenhüttenplatz 25,
60329 Frankfurt Am Main

Context

Within our business unit Degroof Petercam Asset Management (DPAM), we are looking for a m/f Client Service Officer.

In order to reinforce the growing commercial team of Degroof Petercam Asset Management Germany, we are looking for a new colleague to help the Senior Relationship Managers in the development, support, and follow-up of the wholesale and institutional clients in Germany.

The DPAM Germany Sales Team is active on two segments:

• Commercializing DPAM investment funds towards distribution partners in Switzerland (private banks, IFAs, family offices, …)
• Offering discretionary portfolio management to institutional end-clients (pension funds, insurance companies, non-profit entities, ..)

Your Position

The function of Client Service Officer mainly covers the following elements:

• Contribute to the maintenance of the relationship with existing clients (preparation of recurrent/ad hoc client reportings, answering to client requests, preparation of client meetings, offering support in contractual/legal requests, setting of client agenda, feeding of KYC/ALM information in the CRM, ….) in cooperation with the sales officer.
• Contribute to the identification of new leads towards prospects (helping in market segmentation analysis, feeding of KYC/ALM information in the CRM, support to the preparation of RFP’s, ….) in cooperation with the sales officer and DPAM internal departments.
• Follow-up on CRM activity and run standard CRM reports (business activities and opportunities).
• Provide support for new sales processes and help to manage existing processes and improvements (client onboarding, servicing, etc).
• Interact with all other departments to ensure proper follow-up on sales needs.
• Participate and contribute in regularly scheduled team meetings (fund meetings, product meetings, sales meetings).
• Manage on your own relations for a defined group of clients and prospects.

Your Profile

• You obtained training as a bank clerk and/or a Master degree (economics, finance …) and you have by preference a first experience in the financial sector.
• You have a very good knowledge of Microsoft Excel, Word and PowerPoint.
• You have a great interest in the financial industry, a demonstrable understanding of financial terminology and products.
• You are passionate about optimizing the sales process and the client experience.
• You are accurate, like working with figures and are service oriented.
• You have good interpersonal skills, have a strong team spirit and contribute to the success of an ambitious team.
• You are fluent in German and English.
• You are autonomous, well organized, stress resistant and can deal with strict deadlines.
• You like to work in a dynamic and challenging environment with a strive for perfection.

Our offer

Degroof Petercam is big enough and small enough to matter since we are independent, operate internationally and have different métiers under one roof.

Entrepreneurship is our DNA, expertise is our fuel. You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence.

The impact of our work goes beyond profit by looking at business from a broader perspective, challenging those who want to intellectually. In addition to our fascinating work environment, we also offer:

• A broad offer of learning & development programs including a Degroof Petercam Academy for both professional and personal goals.
• An attractive and market conform compensation package.
• Flexible working hours & teleworking.
• An Employee Social Engagement Program.
• Access to the same Private Banking Expertise as our clients.