Client Investment Specialist

At Universal Investment, we are seeking a Client Onboarding Coordinator to support our Product Solutions Team in achieving our ambitious goals.The ideal candidate will have a strong background in project management and client-facing roles within the European asset management industry.The successful candidate will be responsible for steering and monitoring...

Client Onboarding Specialist, Senior Associate **What you will be responsible for** As Client Onboarding Specialist, Senior Associate you will be - Taking ownership of onboardings of new or changing business for our Collateral Services - Guiding clients and other involved parties through the onboarding process and ensuring a seamless onboarding experience -...

**Business Development Specialist* - Investments**: **What can you expect**: In this interesting position, you will be working as a Project Manager for our liquid side of Investments as part of our Sales Support Team. In addition to your passion for investments. You find it easy to prepare customized proposals, presentations and reports and work with our...

Job DescriptionAbout the Role:We are seeking a highly skilled and experienced Direct Lending Origination Specialist to join our team at DWS Investment GmbH. As an Originator, you will be responsible for identifying and executing direct lending opportunities across the DACH region.Key Responsibilities:Collaborate with the existing Direct Lending investment...

We are seeking a skilled Investment Banking Professional to join our team in Frankfurt. The ideal candidate will have a strong background in investment banking or a related field and be able to work effectively with teams in multiple groups and regions.The successful candidate will play a key role in developing and strengthening client relationships,...

Who we are looking for We are looking for an experienced Collateral Client Service Specialist to join our Client Service team that focuses on our Collateral Management clients in Frankfurt, Germany. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Join us if making...

Company OverviewDE019 Mercer Global Investments Europe Limited, German branch is a leading provider of investment solutions, seeking a highly skilled Investment Opportunities Specialist to join our team in Frankfurt am Main or Munich.

Structured Solutions & Investments Sales Specialist - France (M/F/d) At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a globally active, client-centric investment manager with Swiss roots, we specialize in wealth management, active asset management and investment...

**DISCOVER your opportunity** The PE Investment Professional will, under the supervision of a senior member of the private equity team, source, due diligence and implement investments across the private equity asset class including fund investments and co-investments. The PE Investment Professional may selectively be supporting in the due diligence and...

**Details of the role and how it fits into the team** Corporate Bank: Risk Management Solutions - Investment Solutions, Frankfurt The main task of the Junior Sales Specialist (M/F/x) is the sales coverage of Corporate Bank clients in the EMEA region (incl. DACH) with a focus on public-sector clients regarding advisory and sales of liquidity management and...

What you will be responsible for As Client Onboarding Specialist, Senior Associate you will be- Taking ownership of onboardings of new or changing business for our Collateral Services- Guiding clients and other involved parties through the onboarding process and ensuring a seamless onboarding experience- Building and maintaining strong relationships with...

At Universal Investment, we are seeking a highly skilled Onboarding Manager to support our Product Solutions Team. The successful candidate will be responsible for steering and monitoring our onboarding process for securities fund launches and transfers, ensuring timely and high-quality delivery.Key Responsibilities:Act as central touchpoint and escalation...

Overview of the Role The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering...

About the Global Client Group The Global Client Group covers Distribution, Consultant Relations, Relationship Management, Client Servicing, and Learning & Development, and aims to deliver a ‘One Nuveen’ experience to our global client base. The Global Client Group is focused on establishing new relationships within the Institutional and Wealth channels...

Job Description : Client Engagement Specialist Frankfurt/Berlin With support, the Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers. You are responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the...

Value at Risk (VaR), Stress Tests, Back Tests: Aufgaben gemäß Derivateverordung, VaR-bezogene Simulationen und Ad-hoc Analysen - Investment Guidelines Assessment and Controls: Regelmäßige Überprüfung der Investment Guidelines Monitoring hinsichtlich Angemessenheit und Machbarkeit. Tägliche Prüfung der gesetzlichen, kundenbezogenen und internen...

**JOB DESCRIPTION** We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. **Job Summary**: As a Client Service Specialist in the...

**JOB DESCRIPTION** We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. **Job Summary**: As a Client Service Specialist in the...

What you will be responsible for As Collateral Operations and Oversight Specialist, Senior Associate you will be- Overseeing Collateral operations activities locally as well as outsourced to other State Street locations- Leading and executing internal operations and oversight related projects- Leading process improvements starting from identification of...

Junior Investment SpecialistSerafin Wealth Management, ein moderner Boutique Wealth Manager mit Sitz in Frankfurt am Main, sucht einen Junior Investment Specialist für die Verwaltung von Multi-Asset-Strategien. Aufgaben:Unterstützung bei der Verwaltung von Multi-Asset-PortfoliosImplementierung und Überwachung von AnlagestrategienDurchführung von...