Senior Client Onboarding Manager

Posted 4 years ago

Role and Responsibilities:

Reporting functionally to the European Head of Portfolio Delivery and locally to the Head of Business Development and Client Management, you will assume a lead delivery role, being primarily responsible for ensuring the successful onboarding of new and existing clients onto our Fund Administration, Transfer Agency and Custody services. You will also manage a team delivering client onboarding and BAU client change, in addition to forming part of the leadership team in Luxembourg.

The main tasks are (and not limited to):

  • Delivery of client programmes and BAU change, ensuring client satisfaction through swift and efficient on-boarding
  • Manage the Portfolio Delivery team in Luxembourg, including allocation of workload, performance management and leadership, aligning to other global regions
  • Increase the bank profile in market place
  • Manage Direct Costs and Project Costs
  • Contribute to achieve ROP targets (ROP = Rolling Operating Plan)
  • Improve Operational Effectiveness and Efficiency through internal initiatives

Professional Skills and Experience

  • Degree or equivalent professional qualification, preferably in Fund Administration, Legal, Banking or Finance;
  • At least 10 years working experience in the fund administration business, in roles with substantial direct contact with clients; fund managers and custodians, including large cross-product and global clients
  • Sufficient level of seniority to make decisions concerning scheduling programme delivery of business wins, provisioning of service gaps and impact to revenue streams.
  • A thorough knowledge of Luxembourg’s Fund and Companies regulations;
  • An understanding of the legal and regulatory fiduciary responsibilities salient to business take-on;
  • Outstanding communication skills, capable of dealing with clients and stakeholders at all levels;
  • Strong influencing and negotiation skills;
  • Ability to work to tight deadlines under pressure, while maintaining close attention to detail;
  • Experience of programme management, effective and timely planning, risk and issue management, in addition to ensuring delivery on time and to budget;
  • Excellent Analytical and IT skills;
  • Fluency in English, both written and oral. A second European language such as French or German is also an advantage 

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