Your missions:

As a Relationship Manager, you will be the primary source of contact for responding to requests from fund clients (whether in custody or depositary) by ensuring proactive relationship management.

Your main responsibilities are as follows:

Manage, maintain, and develop the overall client relationship. Respond to all requests from the client as well as service providers (management companies, domiciliary agents, central administrations, etc.).
Analyze and follow up on projects and other client requests. Coordinate various internal and external stakeholders.
Control and validate client instructions and ensure any necessary call-backs.
Verify fund transactions against fund regulations based on their legal structuring (Private Assets, UCITS).
Promote the bank's services and products, including cross-selling.
Represent the bank at various client events and others.
Maintain up-to-date knowledge of the financial market to stay informed of trends and developments.
Have knowledge of payments and direct clients in case of requests related to the trading room.

Required qualifications:

Holder of at least a Bac+2 with an economic, finance, or management orientation.
Professional experience of at least 5 years in the fund domain, ideally with a bank or a service provider in relation to the bank.
Have in-depth knowledge of the fund business, both UCITS and Private Assets, and how these are structured.
Have good knowledge of the functioning of payment transactions and stock market instruments.
Mastery of French and English languages; knowledge of German and/or Luxembourgish is an advantage.

Technical skills: The acquisition of these skills can, based on demonstrated learning predispositions, be carried out through the coaching and training proposed by the Bank during the job start and integration period.

Business skills:

Private Equity
Investment Funds
Negotiations with clients or decision-makers (internal/external)
Understanding of client needs OR the market

Regulatory skills:

AML (KYC/KYT)
Regulatory framework around financial markets

IT and digital skills:

Video call / Video conference

Behavioral skills:

Adopt a collaborative attitude with professional interlocutors
Be part of a client-centric approach making client satisfaction a priority
Show openness to change and adapt to the bank's evolution
Demonstrate commitment and passion for the realization of missions

Reasons to join Spuerkeess:

Voted most attractive employer in Luxembourg in 2023 according to the Randstad Study
Strong commitment to social and economic responsibility
Attractive salary conditions with a public law status assimilated to that of State employees
High flexibility of working hours and hybrid work mode
Personalized coaching program with follow-up throughout integration
Wide range of training and strong internal mobility synonymous with career development
Well-being at work initiatives and free Spuerkeess fitness room with group classes

Recruitment information:

Please send us your CV and a cover letter by applying directly on our career site. A criminal record will be requested during the recruitment process. For diplomas obtained abroad, outside the Benelux, registration in the register of university degree titles issued by the Ministry of Research and Higher Education must mandatory be introduced. In accordance with our values of equity and respect, we foster an inclusive and diverse work environment.

Thus, we are committed to equal opportunities and encourage all qualified and eligible candidates to apply, regardless of their gender identity/expression, age, ethnic and cultural origin, religion and beliefs, sexual orientation, disability or neurodiversity, or any other personal characteristic.

Relationship Manager - Funds (m/f/n)

Information