Insurance Client Advisor

Allianz Global Investors
  • Job Purpose/ Role

    This position will be responsible for developing and delivering advisory capabilities and solutions to support the successful execution of Allianz GI’s strategy with respect to third-party insurance clients in the US. The individual will leverage the resources and capabilities of Risklab and AllianzGI to support engagement with third-party insurance clients on topics such as capital market models, asset allocation/asset-liability analysis, portfolio construction, and risk management to drive growth in this segment. The position will work closely with the Investment Platform to help develop custom solutions across our capabilities tailored to the insurance market more broadly, as well as specific client needs.

  • Key Responsibilities

    • Partner closely with Insurance Business Developers to advise clients and prospects on their general account investment needs ~crlf~• With respect to the insurance market, develop and deliver investment recommendations by collecting, analyzing and interpreting data in the context of clients’ portfolios, asset allocation, specific needs and circumstances, as well as current financial markets~crlf~• Support customization of investment products and service offerings and actively participate in product/service development initiatives through communication with applicable areas of the firm~crlf~• Coordinate activities with insurance-focused client advisors across risklab to develop our thought leadership and intellectual capital, as well as guide development of tools and capabilities necessary to successfully engage with clients~crlf~• Maintain existing and develop new analytical models that build the framework for the team’s analysis~crlf~• Collaborate with the firm’s quantitative teams across the globe to align models and leverage the firm’s resources for the US market~crlf~• Maintain, enhance and contribute to presentation of educational and client training material utilized by team across various channels~crlf~• Collaborate with marketing team to support creation of marketing material for advisory services in the US ~crlf~• Assist in driving the thought leadership initiatives by contributing to white papers and research projects~crlf~• Provide adequate external (re-)presentation of Allianz Global Investors~crlf~•Attend suitable investment conferences on relevant investment topics

  • Key Requirements/ Skills

    • Bachelor degree or higher degree in Business, Finance, Economics or related field~crlf~• Proven understanding of insurance related regulatory, accounting and risk management framework and implications on the investment function of insurers ~crlf~• Meaningful experience in consulting insurance companies in their investment function, working with insurance companies on investment strategy- and ALM-related topics~crlf~• Actuarial knowledge is preferred~crlf~• CFA designation desirable~crlf~• Exceptional communicational and interpersonal skills~crlf~• Demonstrated ability to deliver on assigned responsibilities through commitment to quality and attention to detail~crlf~• Inquisitive self-starter, ability to flourish within the firm’s fast-paced environment with shifts in priorities as business needs dictate ~crlf~• Strong ability to acknowledge and adapt to diverse styles, cultures and languages ~crlf~• Maturity; presence; excellent judgment; discretion; highly focused and process driven~crlf~• Proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel as well as the Adobe platform. ~crlf~• Familiarity with basic technology applications and content management systems

  • About Allianz

    Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 88 million private and corporate customers and more than 140,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.~crlf~~crlf~Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.

    Allianz Global Investors is the asset management subsidiary of Allianz SE. We are one of the world’s leading active asset managers with over 600 investment professionals in 25 offices worldwide, managing more than EUR 500 billion in assets for individuals, families and institutions.

    Active is how we create and share value with clients. We believe in solving, not selling, adding value beyond pure economic gain. We invest long-term, drawing upon our broad and innovative investment expertise, and leveraging resources globally to ensure a superior client experience wherever they are based and whatever their investment needs.~crlf~Active is: Allianz Global Investors~crlf~~crlf~You are committed to creating value for our clients so that they can meet their financial objectives throughout their lives. You embrace a collegial culture based on strong values, take individual responsibility, and are dedicated to mastering challenging tasks. You aspire to make an impact in a diverse, international, technology-enabled and increasingly agile environment. If you feel inspired to elevate the active asset management experience, this is the place for you since,~crlf~Active is: Allianz Global Investors.~crlf~~crlf~

Job Purpose/ Role

This position will be responsible for developing and delivering advisory capabilities and solutions to support the successful execution of Allianz GI’s strategy with respect to third-party insurance clients in the US. The individual will leverage the resources and capabilities of Risklab and AllianzGI to support engagement with third-party insurance clients on topics such as capital market models, asset allocation/asset-liability analysis, portfolio construction, and risk management to drive growth in this segment. The position will work closely with the Investment Platform to help develop custom solutions across our capabilities tailored to the insurance market more broadly, as well as specific client needs.

Key Responsibilities

• Partner closely with Insurance Business Developers to advise clients and prospects on their general account investment needs ~crlf~• With respect to the insurance market, develop and deliver investment recommendations by collecting, analyzing and interpreting data in the context of clients’ portfolios, asset allocation, specific needs and circumstances, as well as current financial markets~crlf~• Support customization of investment products and service offerings and actively participate in product/service development initiatives through communication with applicable areas of the firm~crlf~• Coordinate activities with insurance-focused client advisors across risklab to develop our thought leadership and intellectual capital, as well as guide development of tools and capabilities necessary to successfully engage with clients~crlf~• Maintain existing and develop new analytical models that build the framework for the team’s analysis~crlf~• Collaborate with the firm’s quantitative teams across the globe to align models and leverage the firm’s resources for the US market~crlf~• Maintain, enhance and contribute to presentation of educational and client training material utilized by team across various channels~crlf~• Collaborate with marketing team to support creation of marketing material for advisory services in the US ~crlf~• Assist in driving the thought leadership initiatives by contributing to white papers and research projects~crlf~• Provide adequate external (re-)presentation of Allianz Global Investors~crlf~•Attend suitable investment conferences on relevant investment topics

Key Requirements/ Skills

• Bachelor degree or higher degree in Business, Finance, Economics or related field~crlf~• Proven understanding of insurance related regulatory, accounting and risk management framework and implications on the investment function of insurers ~crlf~• Meaningful experience in consulting insurance companies in their investment function, working with insurance companies on investment strategy- and ALM-related topics~crlf~• Actuarial knowledge is preferred~crlf~• CFA designation desirable~crlf~• Exceptional communicational and interpersonal skills~crlf~• Demonstrated ability to deliver on assigned responsibilities through commitment to quality and attention to detail~crlf~• Inquisitive self-starter, ability to flourish within the firm’s fast-paced environment with shifts in priorities as business needs dictate ~crlf~• Strong ability to acknowledge and adapt to diverse styles, cultures and languages ~crlf~• Maturity; presence; excellent judgment; discretion; highly focused and process driven~crlf~• Proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel as well as the Adobe platform. ~crlf~• Familiarity with basic technology applications and content management systems

About Allianz

Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 88 million private and corporate customers and more than 140,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers’ trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.~crlf~~crlf~Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.

Allianz Global Investors is the asset management subsidiary of Allianz SE. We are one of the world’s leading active asset managers with over 600 investment professionals in 25 offices worldwide, managing more than EUR 500 billion in assets for individuals, families and institutions.

Active is how we create and share value with clients. We believe in solving, not selling, adding value beyond pure economic gain. We invest long-term, drawing upon our broad and innovative investment expertise, and leveraging resources globally to ensure a superior client experience wherever they are based and whatever their investment needs.~crlf~Active is: Allianz Global Investors~crlf~~crlf~You are committed to creating value for our clients so that they can meet their financial objectives throughout their lives. You embrace a collegial culture based on strong values, take individual responsibility, and are dedicated to mastering challenging tasks. You aspire to make an impact in a diverse, international, technology-enabled and increasingly agile environment. If you feel inspired to elevate the active asset management experience, this is the place for you since,~crlf~Active is: Allianz Global Investors.~crlf~~crlf~


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Our way of working gives our employees flexibility in planning and arranging their work and leisure time.
You are encouraged to expand your skills and create a career across functions, countries and Allianz entities.
Access our digital learning programmes anytime, anywhere to create your own unique learning journey.
Join a truly global company and explore our international environment.
Your performance will be recognized with attractive rewards.
Our fun, highly skilled and diverse workforce is key in driving our strategy.
Carola, Allianz Partners


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"I dare to find and develop innovative insurance solutions to jointly bring new business models to life and to shape the future."


Carola, Allianz Partners

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Allianz Global Investors is a leading active asset manager operating in 25 offices globally.
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