Job offer
Senior Client Advisor Fund Formations (m/f/d)
The position of Senior Client Advisor Fund Formations involves the personal and holistic management of fund mandates as well as support with acquisition opportunities and the creation of individual fund solutions. The role also includes supporting clients during the onboarding process and drafting contracts and fund documents.
Job description
Your challenge
- Personal, holistic and solution-oriented client support for fund mandates
- Support with company-relevant acquisition opportunities
- 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
- Drafting of agreements and fund documents as well as setting up new funds and managing existing mandates
- Organization and management of the contract process and the fund documents, including all necessary adjustments at the time of creation in conjunction with new laws, regulations and guidelines in the specialist area of fund foundations
- Management of fund units, legal part in the implementation of changes to fund documents, fund regulations and structural news
Your profile
- Further training in the fund area an advantage
- Sound professional experience in the fund sector, 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-oriented wages and benefits and open communication
- Flexible workplace and individual development opportunities
- Attractive social benefits and an attractive further training program
Job details
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