Descrição da Função

1.    Key Responsibilities

 

Client relations

-      Develop and maintain long-term relationships with high-value clients, understanding their needs

-      Act as the main point of contact for clients, addressing their needs and resolving any issues that arise

-      Analyze client financial needs and objectives to recommend tailored financial solutions, products, and services

-      Collaborate with internal teams to create and implement strategies that enhance client engagement and service delivery

-      Run regular service review meetings and/or conference calls with the client and internal departments

-      Advise clients on sustainability and ESG best practices, helping them to integrate these principles into their operations and strategies

-      Attend board meetings, take detailed minutes, and ensure accurate documentation of discussions and decisions

Operations coordinator

-      Establish clear and consistent communication channels between client relations and operations teams

-      Act as a central point of contact between different departments, facilitating communication and collaboration to achieve organizational goals

-      Oversee the planning, execution, and completion of new projects (e.g. launch of new funds, liquidation, migration, etc.)

-      Communicate project and service updates to stakeholders, including senior management, clients, and team members

-      Develop and implement effective cross-selling strategies to introduce new services to clients

-      Conduct regular consultations with clients to assess their current use of services and identify potential gaps that new services can fill

-      Assist in the preparation and coordination of board meetings

 

 

2.   Profile

-      University degree in Finance

-      5 to 10 years of relevant experience in a ManCo/AIFM, asset manager, or Big 4 advisory

-      Strong understanding of Luxembourg regulatory framework (e.g. AIFMD, UCITS, CSSF Circular 18/698)

-      Excellent organisational and communication skills

-      Ability to work independently, manage multiple priorities, in a dynamic and regulated environment

-      Strong analytical mindset and attention to detail

-      Fluency in English

-      Ability to work collaboratively with cross-functional teams

-      Experience with CRM software