Relationship Manager

Fundsight; Biesdorf; Vor Ort; EUR 70.000 - 90.000; Vollzeit

Zusammenfassung

An international investment fund management company is seeking a Relationship Manager to develop and maintain relationships with high-value clients. The ideal candidate will have a university degree in Finance, 5-10 years of relevant experience, strong analytical skills, and fluency in English and Italian. This role involves understanding client needs, providing tailored financial solutions, and working in a dynamic, regulated environment.

Qualifikationen

• 5 to 10 years of relevant experience in a ManCo / AIFM, asset manager, or Big 4 advisory.
• Strong understanding of Luxembourg regulatory framework (e.g. AIFMD, UCITS, CSSF Circular 18 / 698).
• Ability to work independently and manage multiple priorities.

Aufgaben

• Develop and maintain long-term relationships with high-value clients.
• Act as the main point of contact for clients and resolve any issues.
• Collaborate with internal teams to enhance client engagement.

Kenntnisse

Client relationship management

Analytical skills

Organizational skills

Communication skills

Fluency in English

Fluency in Italian

Ausbildung

University degree in Finance

Tools

CRM software

Jobbeschreibung

Relationship Manager

FUNDSIGHT

FundSight S.A. is a Luxembourg-based Investment Fund Manager (IFM) dedicated to delivering high-quality fund management and oversight services across a broad spectrum of asset classes.

Established in March 2014, the firm was formerly known as Lemanik Asset Management and rebranded to FundSight following its acquisition by BlackFin Capital Partners, who now act as its sole shareholder.

With a strong presence in the European financial ecosystem, FundSight supports asset managers, pension funds, and institutional investors by offering tailored solutions in fund setup, risk management, and portfolio management. The firm is recognised for its operational excellence, regulatory rigour, and commitment to innovation in the asset management industry.

Role Overview

Department: Relationship Management

Location: Luxembourg

Reporting to: Head of Relationship Management

Key Responsibilities

Client relations

• Develop and maintain long-term relationships with high-value clients, understanding their needs.
• Act as the main point of contact for clients, addressing their needs and resolving any issues that arise.
• Analyze client financial needs and objectives to recommend tailored financial solutions, products, and services.
• Collaborate with internal teams to create and implement strategies that enhance client engagement and service delivery.
• Run regular service review meetings and / or conference calls with the client and internal departments.
• Advise clients on sustainability and ESG best practices, helping them to integrate these principles into their operations and strategies.
• Attend board meetings, take detailed minutes, and ensure accurate documentation of discussions and decisions.

Operations coordinator

• Establish clear and consistent communication channels between client relations and operations teams.
• Act as a central point of contact between different departments, facilitating communication and collaboration to achieve organizational goals.
• Oversee the planning, execution, and completion of new projects (e.g. launch of new funds, liquidation, migration, etc.).
• Communicate project and service updates to stakeholders, including senior management, clients, and team members.
• Develop and implement effective cross‑selling strategies to introduce new services to clients.
• Conduct regular consultations with clients to assess their current use of services and identify potential gaps that new services can fill.
• Assist in the preparation and coordination of board meetings.

Profile

• University degree in Finance.
• 5 to 10 years of relevant experience in a ManCo / AIFM, asset manager, or Big 4 advisory.
• Strong understanding of Luxembourg regulatory framework (e.g. AIFMD, UCITS, CSSF Circular 18 / 698).
• Excellent organisational and communication skills.
• Ability to work independently, manage multiple priorities, in a dynamic and regulated environment.
• Strong analytical mindset and attention to detail.
• Fluency in English and Italian.
• Ability to work collaboratively with cross‑functional teams.
• Experience with CRM software.

If you want to develop your career in a dynamic and international environment, please send us your CV and cover letter to Moovijob.com (reference : “Relationship Manager”).

Each application will be treated with the strictest confidentiality.

Prior to the conclusion of the working agreement, a copy of an official criminal record (bulletin no.3), issued for less than 2 months, will be required for consultation purpose.