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Client Relationship Manager (CRM)
Our client is a leading third-party Investment Fund Manager (IFM) based in Luxembourg, providing portfolio management, risk management, and governance services to a broad range of UCITS and AIF structures across multiple asset classes. The firm partners with international asset managers and institutional investors to deliver compliant, efficient, and transparent fund management solutions.
The Client Relationship Manager (CRM) acts as the primary point of contact for assigned clients and ensures a seamless and efficient service delivery across the firm’s fund management, risk, and regulatory functions. This role combines client relationship management, operational coordination, and project oversight, requiring excellent communication skills, strong organizational abilities, and a deep understanding of Luxembourg’s fund regulatory environment.
Serve as the main liaison between clients, delegates, third-party providers, and internal teams (portfolio management, risk, compliance, legal, operations).
Support business development by identifying cross-selling opportunities and assisting in relationship expansion initiatives.
Operational Coordination & Project Management
Oversee and monitor fund lifecycle events (launches, mergers, liquidations, migrations, share class changes, etc.).
Support the preparation, review, and implementation of Service Level Agreements (SLAs), ensuring compliance with contractual and regulatory obligations.
Communicate project updates and operational developments to stakeholders, including clients, senior management, and internal teams.
Identify and escalate potential operational or compliance risks in collaboration with relevant teams.
English native speaker
Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools (e.g.,
