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- Tasks: Lead onboarding and manage relationships for institutional clients in a dynamic investment environment.
- Company: Join a prestigious international investment management firm known for its excellence and innovation.
- Benefits: Enjoy competitive benefits, clear career progression, and a collaborative culture.
- Why this job: Be part of a high-impact role that shapes client experiences and drives success.
- Qualifications: 5+ years in client service, fluent in English and German, with strong organisational skills.
- Other info: Ideal for those passionate about finance and eager to make a difference.
The predicted salary is between 43200 - 72000 £ per year.
An esteemed international investment management firm is seeking a highly capable and proactive Client Service Manager (DACH) to join their relationship management team. This is a high-impact role supporting a sophisticated portfolio of DACH-based institutional and wholesale clients across multiple asset classes.
The Client Service Manager (DACH) will act as the liaison for key accounts, playing a vital role in onboarding, relationship servicing, and internal coordination to ensure a seamless and personalised client experience.
Key Responsibilities of the Client Service Manager (DACH):- Lead and coordinate the onboarding of new institutional accounts, working closely with sales, legal, compliance, and investment teams.
- Act as the primary point of contact for operational matters, ensuring exceptional service delivery and swift issue resolution.
- Oversee review and negotiation processes for investment guidelines, contracts, and regulatory documentation.
- Collaborate with product and portfolio management to resolve guideline-related queries.
- Customise and manage client reporting solutions, ensuring accuracy and alignment with unique client requirements.
- Maintain up-to-date records in the CRM system, track transitions and feedback, and drive post-funding improvement initiatives.
- Facilitate communication of investment changes and product enhancements with clients and internal stakeholders.
- Support client meeting preparation and attend in-person or virtual meetings as required.
- Work cross-functionally with global transitions, compliance, legal, operations, and reporting teams to deliver a best-in-class client experience.
- Proven experience in institutional client service or relationship management within asset or investment management (5+ years).
- Strong understanding of investment operations, account transitions, and regulatory documentation.
- Fluent in both English and German, with exceptional written and verbal communication skills.
- Detail-oriented with strong organisational and project management skills.
- Comfortable managing high volumes of complex information across multiple stakeholders.
- Ability to influence, negotiate, and problem-solve in a fast-paced environment.
- Familiarity with CRM tools and Microsoft Office; willingness to learn new systems quickly.
- Academic background in Finance, Economics, or related field; CFA or MBA advantageous.
This is an excellent opportunity with a highly respected and globally recognised investment manager. The company offers clear career progression, a collaborative company culture and competitive employee benefits. If you believe your experience aligns with the criteria, please apply with your CV. Please do not apply for this role if you are not fluent in German.
Client Services Manager employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Familiarise yourself with the specific investment management landscape in the DACH region. Understanding local market trends and client expectations will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the investment management field, especially those who have experience in client services. Attend industry events or webinars to make connections that could lead to referrals.
✨Tip Number 3
Brush up on your negotiation and problem-solving skills, as these are crucial for the role. Consider role-playing scenarios with a friend to practice how you would handle complex client situations.
✨Tip Number 4
Demonstrate your fluency in both English and German during any interactions. Being able to communicate effectively in both languages will be a significant advantage in this role.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in institutional client service or relationship management, particularly within asset or investment management. Emphasise your fluency in both English and German, as this is a key requirement.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of investment operations and your ability to manage complex information. Use specific examples from your past experiences to demonstrate how you can contribute to the role.
Highlight Relevant Skills: In your application, focus on your organisational and project management skills. Mention any experience with CRM tools and your willingness to learn new systems, as these are important for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no errors. A polished application reflects attention to detail, which is crucial for the Client Service Manager role.
How to prepare for a job interview at Bruin
✨Showcase Your Client Management Experience
Be prepared to discuss your previous experience in institutional client service or relationship management. Highlight specific examples where you successfully managed client relationships, resolved issues, and delivered exceptional service.
✨Demonstrate Your Knowledge of Investment Operations
Familiarise yourself with investment operations, account transitions, and regulatory documentation. Be ready to explain how your understanding of these areas can benefit the firm and enhance client experiences.
✨Prepare for Language Proficiency Questions
Since fluency in both English and German is crucial, practice discussing your professional experiences in both languages. This will help you demonstrate your communication skills effectively during the interview.
✨Emphasise Your Organisational Skills
Given the detail-oriented nature of the role, be ready to provide examples of how you've managed complex information and multiple stakeholders in past roles. Discuss any tools or methods you use to stay organised and efficient.
