Relationship Manager

Fundsight; Konz; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading investment fund manager is seeking a Relationship Manager to develop and maintain long-term relationships with clients. This role requires 5-10 years of relevant experience, a university degree in Finance, and fluency in English and Italian. The ideal candidate will have excellent organizational and analytical skills and strong understanding of the Luxembourg regulatory framework. This position offers the opportunity to work in a dynamic international 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).
• Fluency in English and Italian.

Aufgaben

• Develop and maintain long-term relationships with high-value clients.
• Establish clear communication channels between client relations and operations.
• Oversee planning and execution of new projects.

Kenntnisse

Client relationship management

Analytical skills

Organizational skills

Communication skills

Collaboration

Problem-solving

Ausbildung

University degree in Finance

Tools

CRM software

Jobbeschreibung

Overview

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 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

Department : Relationship Management

Location : Luxembourg

Reporting to : Head of Relationship Management

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.