The role supports the management of client relationships with Family Offices, Fund Managers, and Asset Owners while ensuring high-quality engagement
Job Summary
The role supports the management of client relationships with Family Offices, Fund Managers, and Asset Owners while ensuring high-quality engagement.
Responsibilities include coordinating internal specialist teams for fund administration, regulatory compliance, tax advisory, and corporate secretarial services.
Success involves building trusted working relationships through regular touchpoints, proactive communication, and maintaining accurate client records.
Matching Summary
The role supports the management of client relationships with Family Offices, Fund Managers, and Asset Owners while ensuring high-quality engagement.
Skills & Requirements
Must-have
Bachelor's degree in business or finance
2-3 years client relationship experience
Strong interpersonal communication skills
Detail-oriented organizational abilities
Nice-to-have
Prior exposure to Family Offices or Fund Managers
Comfort managing multiple stakeholders
Commercial awareness and responsiveness
Keen interest in long-term career growth
Key Requirements
Bachelor's degree in Finance, Accounting, Economics, Tax, or related discipline
Minimum 2-3 years of experience in client relationship management or professional services
Experience with Family Offices, Fund Managers, or Asset Owners is advantageous