Client Services, Funds Distribution

High calibre individual with strong client service background and in-depth knowledge of the distribution of offshore/mutual funds sought by this prestigious global investment house.

 

The role is varied, with key responsibility being the onboarding and subsequent ongoing support of funds distributors.  This will involve working closely with other business areas including relationship management, compliance and client services to ensure that all client/distributor needs are met.  The role will also involve transitions, operational due diligence and on-going intermediary client management and query resolution.  The proven ability to work in a project environment whilst also undertaking BAU tasks is essential, together with excellent regulatory knowledge.

 

Applicants must demonstrate excellent all round knowledge of the fund management industry, with particular emphasis on offshore funds, a strong intermediary client focus and excellent academics, which will ideally include a relevant professional qualification (IMC/CFA studies preferred).  Previous investment client operations and client management experience is essential, with specific distributions/intermediary client experience strongly preferred.

April 5, 2013 • Tags:  • Posted in: Financial

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