Relationship Manager, Personal Investing Germany (m/f/d)

About the Opportunity

Job Type: Permanent. Application Deadline: 31 July 2026. 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.

About your team

The Personal Investing Relationship Management Team is dedicated to providing investment guidance and additional personal service to affluent clients and building profitable long‑term relationships.

About your role

A vital go-to person for the team for our affluent clients, you’ll help them manage their investments and save for the futures they want. You’ll also take part in sales and campaign management activities, presenting market insights and facilitating client engagement.

Responsibilities

• Provide assistance in fund questions, market views or fund alternatives in the respective market phase for our clients.
• Carry out customer meetings on site and explain our products and services, ensuring our clients can get the best out of our tools.
• Handle and resolve a wide range of issues from clients and colleagues, making every conversation, email and letter a positive 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 will succeed because you:

Qualifications

• Have at least two years of 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.
• Complete 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.
• 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. We’re also as flexible as we can about where and when you work – finding a balance that works for everyone.

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.