Key skills
CRMLeadership
About this role
Role Overview
- Support preparation and follow-up of client and prospect meetings
- Assist in assembling presentation materials and investment content
- Prepare client deliverables (e.g. factsheets, performance data, thought leadership)
- Coordinate internally with Investments, Product, Marketing, and Operations
- Support and help coordinate Requests for Proposals (RFPs) and Requests for Information (RFIs)
- Collaborate with stakeholders to ensure timely and accurate submissions
- Assist in planning and executing client events and marketing campaigns
- Conduct research on market trends, competitors, and client developments
- Maintain accurate CRM data (contacts, opportunities, pipeline)
- Support basic reporting and pipeline tracking
Requirements
- 0–3 years of experience, preferably in asset management, financial services, or a client-facing role
- Strong interest in financial markets
- Familiarity with European asset management markets is a plus
- Bachelor’s or Master’s degree in Finance, Economics, Business or related field
- Fluency in German and English required
Benefits
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks