CareerPlan

Account Manager - Insurance

Munich, Bayern, DEFull-time2026-10-20 → 2026-11-10
On-site

Core

Building and developing client relationships, monitoring portfolios, communicating strategies, and educating clients about investment strategies and products for fixed income and credit opportunities.

Role type

Senior Account Manager (Fixed Income)

Builds

Client portfolios and investment strategies

Domain

Fixed income and credit investment management

Deliverable

client delivery

Required skills

Portfolio monitoring, strategy communication, performance attribution, investment objective development, client education, macroeconomic analysis

Preferred skills

CFA II certification, European market experience, advanced degree in Finance/Economics

Technologies

None stated

Responsibilities

Build and develop client relationships, monitor portfolios, communicate investment strategies, provide performance attribution, outline firm outlook, develop investment objectives, educate clients on products and services

Seniority

Senior, experienced IC