Permanent Contract

Relationship Manager H/F

Modified on 25/12/2024

  • Paris - France
  • IT, Digital et Data
  • 2023-80593

Job description

 

Each account has a Relationship Manager (RM), working hands in hands with a Client Lead from Client Services team.

Missions

As Relationship Manager you are the main contact for our Alto Invest clients.
You maintain the strategic relationship with the client's C-level. You act as the customer's trusted advisor, facilitating strategic dialogue with Amundi Technology.
You ensure customer satisfaction and the achievement of their objectives on the platform. You are responsible for the up-selling of customer portfolios between Amundi Technology's various offerings (ALTO Invest, ALTO Asset Servicing, ALTO Wealth Management, ESR).

Your main missions are :
Client Trusted Advisor

  1. Establish and maintain a relationship of trust with customer C-levels
    Complete understanding of the client’s strategic objectives, and mapping them to the Amundi product & services
  2. Build the success plan orchestrating work from the other Amundi Technology teams (R&D, Client Service, Onboarding) and Amundi AM business lines (MO, Data, Dealing Desk)

Commercial expansion (upselling)

  1. Build sales strategy for each account. You are owning the commercial development of portfolios, and the achievement of commercial objectives, in line with the development plan.
  2. Analyze customer requests, proposing appropriate solutions with the help of Products and business lines, with a view to continuous improvement.
  3. Negotiate and coordinate all aspects of the contractual relationship with the customer, from taking over the file after Sales has onboarded the customer, to launching new products.

Client Satisfaction

  1. Committed ahead of contract signature, leading the SLA discussion to ensure client satisfaction after go live
  2. Work in close collaboration with ALTO Client Service, for whom you will be the first level of escalation for the follow-up of customer requests and tickets.
  3. Monitoring Client Satisfaction
  4. Identifying ways to continuously improve Client Satisfaction
  5. Know the profile of your client and regularly update customer information, giving you an overview of their strengths and areas for development, as well as their level of satisfaction, by keeping a customer weather report at regular intervals.

Governance & communication

  1. Coordinate the monitoring of the quality of Amundi Technology's services by preparing and chairing customer committees (Quality Committees, ad hoc monitoring committees), ensuring the timely production and reporting of KPIs with the teams concerned, and the financial implications.
  2. Ensure completion of due diligence questionnaires with the help of the business lines and the Customer Support team.

Client finance monitoring

  1. Follow up invoicing according to the frequency and agreements specific to each customer, take part in the invoicing follow-up committee and act as a relay for the Accounting team.
  2. Feed customer data and visit reports into the CRM tool.
  3. Update the customer's KYC (Know Your Customer) file, collect all documents from the customers

Complément

Amundi Technology is the entity in charge of developing and promoting the technological solutions offered by Amundi Asset Management. Amundi Technology launched a set of solutions and services in 2016. We are now covering the entire savings value chain. Our ambition is to become the leading technology providers in this value chain in Europe and Asia.
Our flagship solutions offered to the market are ALTO Investment (portfolio management solution for asset managers and asset owners) and ALTO Wealth & Distribution (advisory and discretionary portfolio management solution for distributors and private banks). Other specialized solutions have also been developed, such as ALTO Asset Servicing for custodian compliance. Furthermore, as a committed company, Amundi has invested heavily in ESG investments and climate impact. Our ALTO Sustainability technology solution integrates ESG data and investment analysis to offer the best ESG and climate decision-making tool.
Amundi Technology has an ambitious growth target for the coming years. We already have a big series of clients being onboarded throughout Europe and APAC, and a list of mature prospects that should follow closely. Relationship Management team is at the center of that strategy, helping clients reach their strategic outcomes via our technology and services, while delivering our Product and Services efficiently.

    • Position with management
    • No
    • Executive / Non Executive
    • Cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
      • Master's level
      • Relevant university degree, preference for finance, mathematics, physics, computer science, or related degrees

      • Experience within the Wealth Management industry or within FinTech supporting Wealth Managers
      • Ideally combined background of post-sale and sales experience
      • Knowledge of Investment value chain, Front-to-Back Office processes
    • Minimum experience level
    • 6-10 years
    • Compétences recherchées
      • Customer focus: Ability to understand customer needs, develop strong relationships and deliver high quality, personalized service. Ability to translate Amundi Technology's offering into value for customers.
      • Excellent communication and presentation skills: Ability to communicate clearly and persuasively, both in writing and orally, with customers at different hierarchical levels and internal teams.
      • Analytical skills: Ability to analyze customer satisfaction data and metrics, identify trends and opportunities for improvement, and make informed decisions accordingly.
      • Coordination with multiple players: Ability to work effectively with various internal and external players, such as development teams, sales teams, Amundi business lines (Intermediation, Data, MO), business partners and customers, to ensure smooth coordination of activities and collaboration in the completion of projects. Ability to manage influence through persuasion, negotiation, and consensus building
      • Demonstrated empathy for customers AND passion for revenue and growth
      • Organization and time management: Ability to organize and manage tasks and priorities effectively, while respecting deadlines and maintaining a high level of precision and rigor in administrative processes. Ability to juggle multiple requests and projects simultaneously.
    • IT tools
    •   
    • Languages
    • Good command of written and spoken English and French.

  • Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3]. Amundi, a trusted partner, working every day in the interest of its clients and society [1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 [2] Boston, Dublin, London, Milan, Paris and Tokyo [3] Amundi data including Lyxor as at 31/03/2022 By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

Amundi
Amundi
Amundi

Amundi

Relationship Manager H/F

Published the 15/03/2024

Permanent Contract
  • Paris - France
  • IT, Digital et Data
  • 2023-80593

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