Title Relationship Manager, Personal Investing Germany (m/f/d)
Department FIL Fondsbank GmbH, Personal Investing & Advisory, Personal Investing Distribution
Location Kronberg, Germany
Reports To Head of Relationship Management, Personal Investing Germany
Level Assistant Manager
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Relationship Management team and feel like you’re part of something bigger.
About your team :
The Personal Investing Relationship Management Team is dedicated to providing investment guidance and additional personal service to affluent clients and build-out profitable long-term relationships.
About your role :
A vital go-to-person for the team for our affluent clients. You’ll help our clients manage their investments and save for the futures they want. In addition, you take part in sales and campaign management activities. Ideally, you have a profound knowledge about investment products and markets with the ability to present on point market insights to clients and the team. This includes:
- provide assistance in fund questions and market views or fund alternatives in the respective market phase for our clients
- carry out customer meetings on site
- explain our products and services, while making sure our clients can get the best out of our tools
- handle and resolve a wide range of issues from an equally wide range of clients – and colleagues to make every conversation, email and letter a positive and helpful experience
- participate in client events and represent our company at fairs
- be involved in the conception, planning and management of sales measures such as mailings or events
- provide ideas for current topics in newsletters, web or mailings
About you :
Eager to grow your knowledge and your career, you’ll fit right in. You’ll succeed because you:
- have at least two years experience in a customer relationship and/or service environment or in the sale of asset management products as well as in fund sales
- know how to build rapport and communicate with all kinds of people
- have pleasure and perseverance in client contact via telephone, e-mail and other communication channels and a deep understanding of client needs and situations
- can explain often-complicated information in a clear and understandable way
- aren’t happy until your customer is
- completed training as a bank clerk or comparable training with corresponding bank-specific professional experience
- have a sound knowledge of securities, especially funds, ETFs and portfolio solutions
- bring a distinct sales orientation, acquisition strength and closing orientation with you
- You speak both German and English
Feel rewarded :
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.
Skills Required
- At least two years experience in a customer relationship or service environment
- Experience in the sale of asset management products and fund sales
- Completed training as a bank clerk or comparable training
- Sound knowledge of securities, especially funds and ETFs
- Fluency in both German and English
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. *Data as of 31 March 2021
