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 projects and the creation of individual fund solutions. The ideal candidate will have experience in fund administration, legal understanding and excellent communication skills.
Job description
Senior Client Advisor Fund Formations (m/f/d)Your challenge
- Personal, holistic and solution-oriented client support for fund mandates
- Support with company-relevant acquisition projects
- 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 adjustments in cooperation with internal and external donors, administrations and legal specialists in the fund formation department
- Utilization of information for the formal or legal part of the implementation of changes to fund documents, fund structures and structural statements
Your profile
- Further training in the fund area an advantage
- Sound professional experience in fund administration, 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
- Confident in German and business fluent in English
Your advantages
- Excellent development and remuneration opportunities and benefits from an excellent employer
- An open and dynamic working atmosphere in a committed team
Job details
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