About the Opportunity

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.