
Philipp Graffe
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Philipp Graffe
- Bis heute 3 Jahre und 8 Monate, seit Jan. 2023Union Investment
Client Service Manager | Institutional Key Accounts Germany – I&PI
• Monitoring and reporting on the performance of the client mandate across asset classes (bonds, derivatives & equities) • Preparation of pitch documents & client presentations and support of the client throughout the entire value chain • Collaboration with Client Relationship Management on topics related to capital market development and alternative asset classes (infrastructure investments & private equity investments)
• Market evaluation and development (including micro- and macroeconomic factors & industry trends) • Fiscal issues (including investment tax law, income taxation & foreign withholding tax) • Product-related advice (including performance, portfolio & asset allocation)
• Creation of marketing & communication concepts • Editing in content management systems (e.g. SharePoint, CoreMedia) • Research on topics from politics and the financial sector • Conception & creation of content for various target groups and channels (including website, social media channels, intranet, press releases)
Ausbildung von Philipp Graffe
- 2 Jahre und 5 Monate, Aug. 2022 - Dez. 2024
Strategic Management & Consulting
Cologne Business School (CBS) - European University of Applied Sciences
- 6 Monate, Feb. 2019 - Juli 2019
Business Administration
University of Economics in Bratislava
- 3 Jahre und 7 Monate, Okt. 2017 - Apr. 2021
Business Administration
Hochschule Mainz - University of Applied Sciences
