Job Description
Position Overview
To be responsible for the day‑to‑day activities of Client Service and serve the needs of a growing client base with a focus on Iberia (Intermediary/Institutional) and Latam (Institutional). Work closely with the respective client coverage team to support clients throughout the full life cycle.
Primary Responsibilities
- Ownership of key client relationships within the region.
- Understand clients’ investment objectives, assigned mandates, and portfolio composition & strategy.
- Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client requirements and legal obligations.
- Ensure timely onboarding of new accounts across our range of UCITS funds, private fund vehicles, and separate accounts.
- Act as an internal advocate for the client, collaborating with senior internal stakeholders.
- Maintain ongoing dialog with clients, ensuring all servicin...
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