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