3 days ago

Institutional clients specialist w/m - Asset Management - Geneva

Fyte

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One of our clients, a leading asset management company is looking for a new

Institutional clients specialist w/m - Asset Management - Geneva

One of our clients, a leading asset management company is looking for a new

This role will be divided into two main activities: supporting the Asset Management and Private Equity activities as a client service role, supporting the portfolios team on their daily activities on the other hand.

For the Clients Service role:
- Ensure client satisfaction by offering high quality services within the shortest delay possible
- Generate directly and/or coordinate with involved teams (Investment Specialist, Performance, Client Reporting ) each dedicated periodic (or ad hoc) reporting (market & outlook commentaries, funds figures & performances, portfolio breakdown…) and deliver it on time.
- Provide solution to each specific request (product information, account situation, compliance-related questions, legal documentation...).
- Take the leadership for the Onboarding of “Distribution” agreements and subsequent tasks
- Organise clients on site due diligences visits
- Act as a gate-keeper and facilitator to CRM system
- Participate proactively in the improvements of Client Service team organisation (reporting automation, procedures elaboration…)
- Participate in specific projects related to “Institutional Clients“ department

For the daily activities support:
- Assist the portfolio management team on marketing materials and helping on marketing material creation and updates, reporting duties and more broadly supporting the portfolio management team in constant interaction with institutional sales
- Dealing with specific client requests, ad hoc studies, preparing quantitative elements needed to promote the asset class, etc.
- Co-operation with the Swiss and Global team.
- Help produce and update the Marketing material, including regular (e.g. monthly, quarterly) reports for mutual funds and mandates, presentations, ad-hoc notes and bespoke reports.
- Interaction with all other internal users of funds, including Private Banking, legal and compliance etc .
- Support the constant need to improve and harmonize marketing material at fund or group level. Implement requested change through quality content and leading visual capabilities.


To be successful within this position, you have:
- a minimum of five to seven years in Asset Manager/Private Equity ideally dealing with clients service
- English fluent and at least a B2+ French, German will be an asset
- strong business acumen
- solid knowledge of Private Equity or Asset Management companies or departements

Rue de l'Arquebuse 12 1204 Genève