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 responsibilities also include conducting client meetings, supporting clients during onboarding processes and drafting contracts.
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 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 cooperation with our internal and external partners
- Utilization of information for the formal or legal part of the implementation of amendments to fund documents, fund prospectuses and structural measures
Your profile
- Further training in the fund sector 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 German and business fluent English
Your advantages
- Performance-oriented wages and benefits and the opportunity to be part of a dynamic and professional team
- A lively culture of exchange and further training
- An attractive working environment with many benefits
Job details
Training opportunities powered by skillaware.