Job offer
Senior Client Advisor Fund Formations (m/f/d)
The position of Senior Client Advisor Fund Foundations involves the personal and holistic management of fund mandates as well as support with acquisition activities and the creation of individual fund solutions. The ideal candidate will have professional experience in the fund business, particularly in client support, and be characterized by a high level of service orientation and legal understanding.
Job description
Your challenge
- Personal, holistic and solution-oriented client support for fund mandates
- Support with company-wide acquisition activities
- Conducting customer meetings with potential new customers
- Creation and documentation of individual fund solutions
- Supporting clients during the onboarding processes and in the further fund lifecycle
- Preparation of draft agreements and fund documents as well as setting up new funds and managing existing mandates
- Organization and administration of contracts and fund documents, including all necessary coordination in conjunction with the administration of new forms, regulations and guidelines in the Fund Foundations department
- Management of the formal and legal aspects of implementing changes to the fund documents, fund prospectuses and structural measures
Your profile
- Further training in the fund area an advantage
- Sound professional experience in the fund business, ideally in customer service
- A good understanding of legal issues
- A systematic and structured way of working combined with a high service orientation
- Confident and convincing appearance with excellent manners
- Fluent in German and business fluent in English
Your advantages
- Performance-related remuneration and benefits
- Open and professional communication from experienced colleagues
- Real opportunities for further training and personal and professional development
Job details
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