Global Client Leader - Funds & Asset Services

Adepa Global Services SA; Milano; In loco; EUR 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

Adepa Global Services SA is seeking a Client Leader Officer to manage a dedicated client portfolio and coordinate with internal and external partners to deliver high-quality service. You will drive long-term client relationships and ensure satisfaction across financial products and governance considerations.

Fluency in English and Italian, 2-3 years in funds, and strong communication skills are essential. The role involves onboarding, project participation, and coordinating with various

Competenze

• University Degree in Finance, Accounting or equivalent experience.
• 2-3 years of experience in the funds industry and Client Relationship Services
• Good knowledge of Luxembourg corporate governance, structures, capital markets and investment products
• Fluent in English (verbal and written communication); Fluent in Italian (verbal and written communication); any other language is considered an asset
• Competency in Microsoft Word, Excel and Outlook; any knowledge of PE systems would be an advantage

Mansioni

• Act as first point of contact for a dedicated client portfolio
• Understanding client products, requirements and handling all matters with a proactive approach to ensure constant client satisfaction
• Responsible for developing and cultivate long-term relationships with our clients
• Coordination with internal and external parties (custodian banks, legal advisers, AIFM, investment manager, auditors, distribution partners etc.) to deliver quality service on time as per client’s expectations
• Facilitate the flow of any information requested by internal teams or clients promptly and smoothly
• Active participation in the new client onboarding process and client change requests
• Assistance and taking ownership in internal projects representing the interest of our clients
• Participation in the organization of Board and shareholder meetings and resolutions

Conoscenze

Client relationship

Communication

Intercultural

Teamwork

Formazione

Finance/Accounting degree

Strumenti

Microsoft Word

Excel

Outlook

Descrizione del lavoro

Adepa Global Services SA is seeking a Client Leader Officer to manage a dedicated client portfolio and coordinate with internal and external partners to deliver high-quality service. You will drive long-term client relationships and ensure satisfaction across financial products and governance considerations.

Fluency in English and Italian, 2-3 years in funds, and strong communication skills are essential. The role involves onboarding, project participation, and coordinating with various