Job Overview
We are seeking a skilled Business Relationship Specialist to play a vital role in maintaining excellent relationships with clients, advisors, and third parties.
The ideal candidate will have at least 5 years of experience as a Client Relationship Manager within a similar environment such as a fiduciary, a PFS, or an AIFM.
* Key Responsibilities:
* Establishing fee proposals, ensuring efficient service delivery, drafting precise reports and minutes, and overseeing KPIs to optimize efficiency.
* Liaising with the compliance and risk teams is also essential.
A strong background in organizational skills, communication, and writing is required for this position.
We value meritocracy, equality, and respect in our culture. We offer a dynamic position with diversified responsibilities and cases, allowing for long-term growth through numerous trainings and practical cases.
Responsibilities
1. Contacting clients, establishing fees proposals, and ensuring efficient service delivery.
2. Receiving instructions from advisors and executing strategies smoothly.
3. Drafting precise reports and minutes.
4. Overseeing KPIs and contributing to the optimization of efficiency in service delivery.
5. Liaising with compliance and risk teams.
Requirements
* At least 5 years of experience as a Client Relationship Manager in a similar environment.
* Fluency in English for efficient communication.
* Strong organizational, communication, and writing skills.