Client Relationship Manager 2
il y a 1 mois
**Reports to Senior Manager / Associate Director / Director** The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager / Associate Director - Administration. **Key responsibilities**: - Act as first point of contact for a limited number of fund structures within a team - Support the clients in the implementation and administration of a complex range of funds, management companies and associated fund structures and liaise with clients and intermediaries as necessary - Co-ordinate legal, tax and other professional advice - Co-ordinate with the team day-to-day operations of the companies and work closely together with internal teams making sure that clients are getting an excellence service - Develop and maintain the Operational Procedures Manuals and KPIs - Attend and actively participate in client board meetings and shareholders meetings - Ensure the preparation, review, distribution and filing of periodic financial statements and other regulatory reporting on a timely basis and in accordance with regulatory guidelines - Act as "B" level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts - Assist with billing information for clients including analysis of time spent, including the management of aged debtors - Being part of various internal working group contributing to the process development and operational improvement - Supervise and assist in the training and development of staff - Conduct the appraisal process for members of team - Act as a board member on structures administrated by Aztec **Skills, knowledge, expertise**: - At least 5 years' experience in Funds in a similar financial services environment or tasks experience - Sound technical financial services knowledge (to be supported through the Aztec Academy) - Computer literacy skills are essential - Ideally some people management experience - Evidence of managing a small client relationship or part of a major client relationship - Act as a "B" level Authorised Signatory - Organisational skills, ability to multitask and attention to detail - Ability to work under pressure - Very good interpersonal skills are required to develop close working relationships with clients, colleagues and business contacts - Solutions driven We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
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Client Relationship Manager
il y a 7 jours
Luxembourg EFA Temps pleinFor its Commercial department in Luxembourg, UI efa is looking to recruit a**Client Relationship Manager.** The Client Relationship Management team is focused on maintaining and developing long-term relationships with our key clients. As part of the team, client retention and client satisfaction will be your primary goal. You will nurture and grow the...
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Client Relationship Manager
il y a 1 mois
Luxembourg PICTET Temps plein**Your team**: - The **Pictet Group **is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700...
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Client Relationship Manager
il y a 1 mois
Luxembourg Bank Pictet & Cie (Europe) AG, succursale de Luxembourg Temps pleinPictet is an investment-led service company, offering wealth management, asset management and related services. We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim...
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Client Relationship Director
il y a 2 semaines
Luxembourg, Luxembourg IQ-EQ Temps pleinCompany Description We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of...
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Client Relationship Director
il y a 2 semaines
Luxembourg IQ-EQ Temps pleinCompany DescriptionWe’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of...
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Sales - Junior Client Relationship Manager
il y a 7 jours
Luxembourg, Luxembourg B2C2 Temps pleinThis job will be based in our Luxembourg office. The successful candidate will join a busy and dynamic team, to help provide a white glove service to its clients. Jobs to be Done:Onboarding new clients - sending out instructions to complete KYC, create demo accounts, provide a walk-through of next steps, following up with clients during the onboarding...
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Client Relationship Manager
il y a 7 jours
Luxembourg Aztec Group Temps plein**Reports to Senior Manager / Associate Director** As Client Relationship Manager you will be responsible for managing a dedicated and hard-working team. As the leader of that team, you will display excellent client service skills, as well as managing the welfare and well being of your team. You will also be seen as a brand ambassador for the department, who...
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Client Relationship Manager 1
il y a 2 semaines
Luxembourg, Luxembourg Aztec Group Temps pleinAt Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career.We're an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund's lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of...
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Relationship Manager
il y a 7 jours
Luxembourg, Luxembourg Banque Internationale à Luxembourg (BIL) Temps pleinFounded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is...
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Relationship Manager
il y a 7 jours
Luxembourg Spuerkeess Temps plein**Département**: Institutional Banking **Service**: Institutional Relationship Management **Vos missions** En tant que Relationship Manager de l'activité tiers-gérants, vous serez chargé(e) de gérer les relations avec les clients et les tiers-gérants, proposer des solutions adaptées pour assurer la relation client au quotidien, de développer et de...
