Client Leader - Officer

11 ago - Milano
Altro

Solutions for ideas in a Global Financial World

Adepa is an independent global leading provider of Investment Fund and Corporate Services, Private Equity & Real Estate administration, UCITS V Management Company and Asset Management addressed to institutional and professional investors around the globe. Founded in 1980 and currently headquartered in Luxembourg, Adepa provides clients with support oriented to give tailor-made solutions for ideas in a global financial world in Luxembourg, Italy, Spain and Chile.

In the frame of the Client Leader Service the Client Leader Officer understands client's business and provides thoughtful and optimal solutions by coordinating the work of internal and external parties. She/he is responsible for managing client's expectations with a "can do" attitude and a strong commitment to delivering high quality work.

The Client Leader

Officer focuses on quality and constant client satisfaction

Main responsibilities will be: Act as first point of contact for a dedicated client portfolio

Responsible for understanding client products, requirements and handling all matters with a proactive approach to ensure constant client satisfaction

Responsible for developing and cultivate long-term relationships with our clients

Coordination with internal and external parties (custodian banks, legal advisers, AIFM, investment manager, auditors, distribution partners etc.) in order to deliver quality service on time as per client's expectations





Facilitate the flow of any information requested by internal teams or clients promptly and smoothly

Active participation in the new client onboarding process and client change requests

Assistance and taking ownership in internal projects representing the interest of our clients

Participation in the organization of Board and shareholder meetings and resolutions

Qualifications and experience University Degree in Finance, Accounting or equivalent experience

2-3 years of experience in the funds industry and Client Relationship Services

Good knowledge of Luxembourg corporate governance, structures, capital markets and investment products

Fluent in English (verbal and written communication), Fluent in Italian (verbal and written communication); any other language is considered an asset

Competency in Microsoft Word, Excel and Outlook, any knowledge of PE systems would be an advantage

Soft Skills

Ability to work autonomously, taking full ownership of assigned responsibilities

Excellent interpersonal and communication skills, including contributing to and being part of a strong team spirit

Excellent organizational skills complemented by a "can do" attitude

Result-oriented with a strong client focus and sense of responsibility regarding delivering quality work

Intercultural approach

Excellent written and verbal communication skills

Want to join a growing Entrepreneurial, Intercultural, International and Independent Global Asset Servicing Company? You identify yourself in this description?

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