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Wealth Management Strategy Manager (m/f/d) at Allianz SE #StandwithUkraine

Job Level:  Professional

München, DE, 80802

Available until:  13.03.2023
Area of Expertise:  Strategy / Executive assistant
Unit:  Allianz SE
Employing Entity:  Allianz SE
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  8911




Who are we? 


Are you keen on driving innovation? Do you thrive in a culture of diversity, collaboration and trust? Then let's care for tomorrow. At Allianz SE, you can count on having a voice, driving innovation and change and making an impact – for us, yourself and the world.   
For more about Allianz SE, click here.


Who will you be joining? 

Allianz SE is the holding company and headquarters of the Allianz Group’s conglomerate of insurance and asset management operating entities. As one of the world’s biggest life insurers and active asset managers, Allianz SE manages over EUR 2 trillion in assets for customers all around the world. A large and rapidly growing portion of our assets under management comes from individual clients, making wealth management a key growth area for Allianz.


The Global Retirement & Wealth Propositions is a team within Allianz SE that is responsible for driving the growth of our life-insurance based investment solutions in the areas of retirement and wealth management. We work closely with our local business units to co-develop innovative product and advisory solutions as well as assist them in implementing these solutions within their respective markets. In addition, we also assist Allianz’s management board in shaping the group’s strategy in the areas of retirement and wealth management, as well as foster best-practice sharing amongst our business units.


As a Wealth Management Strategy Manager, you will be at the forefront of shaping the strategy and growth of our operating entities (OEs) and the Allianz Group in wealth and retirement businesses. 


How can you make an impact? 


•    Identify and evaluate opportunities within the retirement and wealth space with our operating entities (OEs).
•    Evaluate business plans that have been proposed by different OEs and provide key insights and recommendations to senior management on these proposals.
•    Drive or assist the building of business cases for specific initiatives in the retirement and wealth segments with the support of internal and external experts.
•    Facilitate the engagement of key stakeholders within the OEs and Group headquarters for various initiatives (i.e. new opportunities vs. in-flight activities) to minimize decision or executional bottlenecks.
•    Keep up to date on market developments (e.g. regulatory changes, competitor actions) to identify opportune windows for implementation in high potential markets. 
•    Construct analyses and presentations for senior management on various key topics on an as-required basis


What are you made of? 


Minimum Qualifications 


  • Bachelor’s degree in a business, economics, or relevant field. CFA or CAIA qualifications are a plus.


*Previous experience in business related functions (e.i. Sales, Operations, Claims, Underwriting, Investment Management, Asset Management, Consulting, Product Development, Finance, Market Management, Digital / Tech etc.) is a plus


Preferred Qualifications 


  • 5+ years of experience from either management consulting, wealth or asset management, private or investment banking, or life insurance 
  • Robust qualitative and quantitative analytical skills, and the ability to synthesize large amounts of information to drive management decisions
  • Strong interpersonal skills and the ability to persuasively interact with senior stakeholders
  • Strong communication skills in delivering compelling presentations, facilitate workshops/ working sessions and clearly articulate ideas 


Do we have what you need?


  •  Flexible working arrangements (opportunity to work from home few days per week)
  • Individual and Excellent career development opportunities/plans
  • Family friendly working environment  
  • Health & well-being offerings   
  • Company pension & health insurance   
  • Multi-national, diverse and inclusive community   
  • Opportunity to make an impact on our sustainability initiatives 


Additional Information


Senior Recruiter: Ms. Daniela Lindig: +49 152 09261520 / +49 89 3800 2345
Please submit your applications only via our online tool.


We support Ukrainian and Russian job-seeking refugees looking for a new job - your applications are welcome.


  8911 | Strategy / Executive assistant | Professional | Allianz SE | Full-Time | Permanent


Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. 


We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.


Join us. Let's care for tomorrow.

Note: Diversity of minds is an integral part of Allianz’ company culture. One means to achieve diverse teams is a regular rotation of Allianz Executive employees across functions, Allianz entities and geographies. Therefore, the company encourages its employees to have motivation in gaining varied skills from different positions and to collect experiences from across Allianz Group.