Institutional Client Service Officer (M/F/X) - 12 Months Temporary Contract — Union Bancaire Privée

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Mission Through the Asset Management division, we offer to institutional clients’ investment management capabilities organised across the business lines Long-Only Platform, Alternative Investment Solutions, Private Markets Group, Partnerships, Asset Allocation & DPM. The Institutional Client Service Team serves as the primary contact for large and complex institutional clients globally, supporting sales teams in engaging institutional and wholesale clients. The team plays a vital role in enhancing profitability and driving growth within the Asset Management business. We are seeking a dynamic candidate with a strong interest in Asset Management to join the Institutional Client Service team in Frankfurt . This role involves close collaboration with the German sales team, reporting locally to the Head of Wholesale EMEA and centrally to the COO - Institutional Clients & Head of the Client Service Team. The position covers activities with both institutional and wholesale clients in the DACH region (Germany, German-speaking Switzerland, and Austria) This position is for 12 months, but it may be renewed or offer other opportunities. Main responsibilities

• Assist Asset Management Sales teams in supporting German-speaking client-base.
• Manage, execute, and follow up on client requests and inquiries.
• Collaborate with internal teams throughout the client lifecycle to ensure client satisfaction and retention.
• Coordinate the onboarding process and oversee the end-to-end transition.
• Involve in the implementation and monitoring of the local sales strategy.
• Support the team in their prospecting initiatives, including the preparation of marketing materials and conducting market research.
• Contribute to the optimization of processes through the application of AI technologies.
• Act as the local CRM champion, supporting and training the sales team to meet Salesforce requirements and ensure data accuracy.
• Organise local events and roadshows.
• Perform office management tasks. Your Profile
• Bachelor’s degree in business administration, Marketing, or a related field is beneficial.
• Excellent organizational skills and capability to work independently.
• Accuracy and attention to detail.
• Advanced skills in standard IT applications (MS Office).
• Mother tongue German and fluency in English is a “MUST”; French is a “nice to have”. Union Bancaire Privée (UBP) is a family-owned company, driven by an entrepreneurial vision, innovation and independence. UBP is one of the most strongly-capitalised private banks. By joining UBP Asset Management (Europe) S.A. you will embrace a team of supportive high qualified professionals in Private Banking that will lead you to develop your career to the top level. We encourage continuous learning, development and knowledge sharing. We foster a culture of Agility, Conviction, Dedication and high degree of Responsibility. UBP Asset Management (Europe) S.A encourages all suitable qualified and eligible candidates to apply regardless of their gender identity or expression, age, racial, ethnic and cultural background, religion and beliefs, sexual orientation, disability or neurodiversity. In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, retained candidate will be required to provide an extract from their criminal record as a part of UBP screening process.