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 will be characterized by a high level of service orientation and a convincing manner.
Job description
Your challenge
- Personal, holistic and solution-oriented client support for fund mandates
- Support for 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 management of the contract process and fund documents, including all necessary adjustments in conjunction with the creation of new laws, regulations and guidelines in the area of fund foundations
- Management of changes to fund documents, fund regulations 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 German and negotiating skills in English
Your advantages
- Flexible working hours and home office as well as a good/liberal and open working atmosphere
- An attractive salary package plus benefits
- Numerous training and development opportunities
- A motivated and dynamic team
Job details
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