Client advisor Jobs in Offenbach

Senior OCIO & ALM Advisory Manager (m/f/d) for Germany

Discover new perspectives at Generali Investments

GenAM is seeking a technically strong and client-facing OCIO & ALM professional to support the build-out of its OCIO and corporate pension business in Germany and Austria. The role combines advanced ALM modelling, regulatory expertise and fiduciary/OCIO structuring, with selective involvement in client development and sales channel activation.

KEY RESPONSIBILITIES

OCIO & Fiduciary Mandate Management

• Take responsibility for the ongoing coordination and servicing of OCIO mandates, including strategic asset allocation, governance and implementation oversight
• Support and develop fiduciary / OCIO structures in Germany, including collaboration with KVG platforms and external partners
• Contribute to the expansion of OCIO capabilities and internal know-how transfer

ALM Advisory & Modelling

• Independently conduct Asset-Liability Management (ALM) studies using internal and external tools (e.g. Conning, GenAM frameworks)
• Analyse liability structures and cash flow profiles of German institutional investors, including: Pensionsfonds, Pensionskassen, Versorgungswerke, Corporate pension (CTA / trust structures)
• Develop strategic asset allocation and risk-return optimisation concepts aligned with client constraints and objectives
• Position ALM advisory as an entry point for broader OCIO and asset management mandates

Regulatory & Structural Expertise

• Ensure all advisory solutions are fully aligned with German regulatory frameworks, in particular: Versicherungsaufsichtsgesetz (VAG), Anlageverordnung (AnlV), Pensionsfonds-Aufsichtsverordnung (PFAV), BaFin Rundschreiben (e.g. RS 11/2017 (VA)), Investment Tax Act (InvStG), Kapitalanlagegesetzbuch (KAGB)
• Translate regulatory constraints into portfolio construction and ALM solutions
• Support clients in navigating regulatory requirements within OCIO and fiduciary setups

Corporate Pension Platform (bAV) Development

• Contribute to the development of an integrated bAV platform combining: CTA / Treuhand solutions, Pension fund structures
• Support project management and structuring of pension solutions for corporate clients
• Act as internal expert for German occupational pension systems and their investment implications

Collaboration & Internal Integration

• Work closely with investment teams, risk specialists, client services and product development
• Support the creation of standardised solution frameworks and client presentations
• Contribute to knowledge building within the organisation on OCIO and ALM topics

Selective Business Development & Client Interaction

• Support senior sales colleagues in technical client discussions and pitches
• Contribute to the development of sales channels (e.g. corporate clients, EB network, partners)
• Leverage existing knowledge of the German bAV / pension market to support targeted client engagement
• Participate in client meetings, RfPs and advisory processes

The successful candidate combines strong quantitative and regulatory expertise with practical experience in OCIO / fiduciary setups and institutional client advisory in Germany.

Core Qualifications

• University degree in finance, economics, mathematics or a related field
• Significant experience in institutional asset management, ALM advisory or OCIO/fiduciary management

Technical & Functional Expertise

• Strong ALM modelling skills, including experience with liability-driven investment frameworks
• Proven experience analysing German pension liabilities (Pensionsfonds, Pensionskassen, Versorgungswerke, CTA structures)
• In-depth knowledge of relevant German regulatory frameworks (VAG, AnlV, PFAV, RS 11/2017 (VA), InvStG, KAGB)
• Experience structuring or working within Fiduciary / OCIO setups in Germany, ideally involving a KVG platform
• Familiarity with strategic asset allocation, risk modelling and multi-asset portfolio construction

Market & Client Experience

• Solid understanding of the German institutional and bAV market landscape
• Initial or moderate experience in client interaction and sales processes, including: Supporting pitches / RfPs, Working with consultants or institutional decision-makers, Understanding relevant sales channels
• Strong stakeholder management skills, with the ability to effectively engage and align internal and external stakeholders across functions and seniority levels

Personal Skills

• Strong analytical mindset with the ability to translate complex analyses into actionable client solutions
• Structured and solution-oriented working style
• Excellent communication and presentation skills
• Fluent German and English required

Benefits

Work-Life-Management: Die Arbeitswelt wird immer komplexer und die Anforderungen an unsere Kolleginnen und Kollegen steigen. Somit gewinnt das Work-Life-Management zunehmend an Bedeutung. Wir unterstützen mit modernen Arbeitsmodellen dabei, das Berufs- und Privatleben miteinander zu vereinbaren.

Entwicklung: Mit vielfältigen Angeboten unterstützen wir die Aus- und Weiterbildung unserer Mitarbeitenden, als App auch mobil. Unsere Talentprogramme fördern die berufliche Weiterentwicklung unserer Kolleginnen und Kollegen und bieten für jede Zielgruppe maßgeschneiderte Möglichkeiten.

Gesundheit und Fitness: Die Gesundheit unserer Kolleginnen und Kollegen liegt uns am Herzen - we care. Daher unterstützen wir diese mit vielen verschiedenen Vorsorge-, Sport-, Versicherungs- und Therapieangeboten.

Community: We are Generali. In diesem Sinne fördern wir die Möglichkeit zum Netzwerken mit Kolleginnen und Kollegen auch über direkte Arbeitsbereiche hinaus.

Gehalt: Ziel unserer Personalstrategie ist es, eine leistungsgerechte und faire Vergütung sicherzustellen. Erfolgsabhängige Bonuszahlung, betriebliche Altersvorsorge und diverse Vergünstigungen stellen attraktive Zusatzleistungen dar.

Rabatte: Egal ob mit Mitarbeiterkonditionen für Versicherungs- und Finanzprodukte oder Corporate Benefits - unsere Kolleginnen und Kollegen profitieren von einer Vielzahl an Rabattmöglichkeiten und Zuschüssen.

Generali is proud to be an inclusive employer that considers applicants (m/f/d) regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status, or worldview.

Are you looking for an employer that promotes diversity, continuous learning, and an open work environment? Then apply to join us!

Please submit your complete application materials (cover letter, transcripts, and resume in English) online via our career portal.

Persönlicher Kontakt

Gerne beantworten wir alle Fragen rund um Karriere im persönlichen Kontakt: 0221 42035016

Standort: Frankfurt

Arbeitszeit: Vollzeit