1. 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

2. 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

· Ability to work collaboratively with cross-functional teams

· Experience with CRM software