Client Account Manager (f/m/d)

Assurance

Commercial

Publiée depuis plus de 4 semaines

Allianz

Allianz Trade est le leader mondial de l’assurance-crédit, et un expert reconnu dans les domaines de la caution, du recouvrement, du financement structuré et du risque politique. Depuis plus d’un siècle, nous aidons les entreprises à anticiper les risques, à agir avec rapidité, à prendre des décisions éclairées et à croître en toute sécurité.

Basés à Paris, nous sommes présents dans plus de 50 pays avec 5 500 employés

Tasks

• Coordinate client onboarding for our Private Markets products for clients especially in France but also for whole EMEA
• Handle client inquiries throughout the investment lifecycle, including reporting, capital calls, valuations, reviews, ad hoc requests, and changes
• Manage and continuously improve processes and interfaces related to client servicing
• Liaise with internal and external stakeholders, such as Legal, Portfolio Management, administrators, and other external partners on topics including tax, fund/mandate structuring, legal etc.
• Support Sales colleagues in responding to initial client engagement, RFPs and participating in due diligence processes
• Facilitate product launches in the Private Markets space, ensuring alignment with our clients’ needs
• Respond to clients’ enquiries on a timely basis.

Profile

• University degree or a professional qualification (e.g., CAIA, CFA, CEFA, etc.)
• Experience in asset management with in-depth knowledge of Private Markets
• Fluency in English and French, both written and spoken, is required
• Solid understanding of illiquid products – including relevant interfaces, processes and legal frameworks – and knowledge of capital markets and portfolio management
• Works well in a team and contributes positively to group efforts
• Strong client focus
• Capable of independently identifying and driving both operational and organizational improvements
• Handle operational activities in day-to-day business
• Stakeholders’ management and strong communication skills
• Able to quickly and thoroughly familiarize yourself with new topics
• Ability to use Microsoft Copilot, with a strong commitment to ethical and responsible AI practices.