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- Tasks: Lead client service initiatives and enhance investor experiences across EMEA.
- Company: Join a top global alternative asset manager with $1 trillion AUM.
- Benefits: Enjoy a collaborative work environment and opportunities for professional growth.
- Why this job: Be part of a dynamic team focused on client engagement and operational excellence.
- Qualifications: 10+ years in client service; familiarity with alternative assets is a plus.
- Other info: Professional designations like CFA or CAIA are advantageous.
The predicted salary is between 72000 - 108000 £ per year.
A leading global $1TRN AUM alternative asset manager is seeking a EMEA Client Service Lead for Wealth. This role offers the opportunity to join a high-performing, collaborative environment focused on delivering a world-class investor experience.
The successful candidate will lead client service initiatives across EMEA, working closely with regional sales teams, clients, and internal teams across Marketing, Legal, Product, and Operations. This is a dynamic position for an experienced professional passionate about client engagement and operational excellence in the private funds and alternatives space.
Key Responsibilities:- Drive execution of key client service initiatives across the EMEA region
- Support relationship management, client onboarding, and ongoing servicing
- Collaborate globally across internal teams and external stakeholders
- 10+ years in client service, investor relations, or investor servicing
- Familiarity with open-ended, evergreen or semi-liquid funds and public securities
- Strong organizational, communication, and problem-solving skills
- Professional designations (e.g., CFA, CAIA, CPA) are a plus
- Knowledge of alternative asset classes such as real estate, infrastructure, private equity, or credit is preferred
EMEA, Wealth Client Services Lead employer: Finatal
Contact Detail:
Finatal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EMEA, Wealth Client Services Lead
✨Tip Number 1
Network with professionals in the alternatives and wealth management sectors. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Research the latest trends in client service within the alternative asset management industry. Being knowledgeable about current challenges and innovations can help you stand out during interviews and discussions with hiring managers.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and driven service initiatives in your previous roles. Highlighting measurable outcomes will demonstrate your impact and suitability for the position.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your experience aligns with their goals, particularly in delivering a world-class investor experience, which is crucial for this role.
We think you need these skills to ace EMEA, Wealth Client Services Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client service, investor relations, or servicing. Emphasise your familiarity with alternative asset classes and any professional designations you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client engagement and operational excellence. Mention specific examples of how you've driven client service initiatives in previous roles.
Highlight Key Skills: In your application, clearly outline your strong organisational, communication, and problem-solving skills. Use bullet points to make these stand out and relate them to the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Finatal
✨Showcase Your Client Service Experience
Make sure to highlight your 10+ years of experience in client service or investor relations. Prepare specific examples of how you've successfully managed client relationships and driven service initiatives in the past.
✨Demonstrate Knowledge of Alternative Assets
Familiarise yourself with alternative asset classes such as real estate, private equity, and infrastructure. Be ready to discuss how your knowledge can contribute to enhancing the client experience in this role.
✨Emphasise Collaboration Skills
This role requires working closely with various teams. Prepare to discuss instances where you've effectively collaborated with sales, marketing, or operations teams to achieve common goals.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of challenges you've faced in client servicing and how you resolved them, showcasing your organisational and communication skills.
