Client Account Manager (CAM) (f/m/d)
Core
Managing and strengthening relationships with key institutional clients in Germany, driving account growth, and delivering exceptional service with a 'Farmer' focus.
Role type
Senior Client Account Manager (Institutional)
Builds
Client retention strategies and cross-selling initiatives for existing accounts
Domain
Asset Management / Institutional Financial Services
Deliverable
client delivery
Required skills
Institutional client servicing, client relationship management, cross-selling, portfolio performance reporting, capital markets knowledge, SQL, VBA, automation, negotiation
Preferred skills
Private Markets expertise, CFA/CIIA/CAIA/CFP qualifications, additional languages
Responsibilities
Develop and maintain strong relationships with existing clients, identify and own cross-selling opportunities, collaborate with Client Service Experts, participate in client meetings and presentations, report account status and performance to leadership, stay informed about industry trends