Client Associate

Updates

Client Associate

Managing Director OCIO

(Executive) Director – Capital Formation DACH

Director – Private Wealth Switzerland

Key Account Sales

Senior Capital Formation / Investor Relations – DACH

(Senior) Sales Wholesale I German-speaking Switzerland

Focus area
Asset Management

Frankfurt, Germany

Company

Our client is an independent global investment manager providing investment solutions across public and private markets. The firm offers a diverse range of investment strategies and tailored solutions designed to meet the evolving needs of investors and financial intermediaries. To further strengthen its presence in the German market, our client is seeking a Client Associate to join the Client Coverage team. This role is designed explicitly for the client segment, not as a rotational or junior stepping-stone position, supporting senior sales professionals in covering pension schemes, insurance companies, corporates and fiduciary managers, consultants, foundations, and other regulated professional investors.

Responsibilities

Support senior sales directors in their direct engagement with investors across Germany.
Prepare high-quality pitch books, data packs, due-diligence materials and bespoke analysis tailored to institutional use cases.
Assist in coordinating the full lifecycle of institutional sales processes, including RfPs, DDQs, operational due diligence and consultant interactions.
Conduct research on allocations, regulatory environments, competitive positioning and relevant institutional market developments.
Liaise with global Portfolio Management, Product Strategy, Client Service, Compliance, Operations and Marketing to deliver precise and timely institutional materials.
Coordinate regular institutional reporting cycles, including performance updates, commentary and risk-related disclosures.
Maintain a high standard of accuracy within Salesforce for institutional accounts, contacts, reporting pipelines and consultant databases.
Track institutional client interactions and follow-ups efficiently.
Support structured internal processes for institutional RfP workflows, onboarding steps and data requests.
Support the organization of institutional client events, consultant briefings, investment days, and regulatory-focused sessions.
Assist in building long-term consultant relationships.

Candidate requirements

Graduate degree or equivalent preferred.
Experience with Salesforce or similar CRM platforms.
Progress toward IMC, CFA or CAIA is an advantage.
Around 3-4 years of experience within an asset management or institutional investment environment.
Strong interest in institutional asset management, investment products and German regulatory frameworks.
Excellent written and verbal communication skills in German and English.
Strong analytical skills and ability to manage multiple institutional workstreams simultaneously.
Advanced Excel and PowerPoint skills.
High affinity for AI-supported tools and workflows, and willingness to integrate AI into daily client-coverage and reporting processes.

Apply now

If you feel addressed, we look forward to hearing from you.

Please send us your request to: tabea.eckardt@biermann-neff.ch

If you have any questions about the position, please do not hesitate to contact us on:

+41 78 406 18 32