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- Tasks: Lead client lifecycle processes and manage a team to ensure seamless onboarding.
- Company: Join a top player in the Investment Management sector, known for its commitment to excellence.
- Benefits: Enjoy a full-time role with opportunities for growth and collaboration across teams.
- Why this job: Make a real impact on client relationships while working in a dynamic, fast-paced environment.
- Qualifications: Degree level required; financial services experience in lifecycle management is essential.
- Other info: Ideal for self-motivated individuals who thrive under pressure and value teamwork.
The predicted salary is between 54000 - 84000 £ per year.
Job Title: Head of Client Lifecycle Management
Location: London Industry: Investment Management Employment Type: Full-time Are you a driven leader with a passion for client management? Join our client, a leading organisation in the Investment Management sector, as the Head of Client Lifecycle Management. In this pivotal role, you will oversee the client lifecycle processes, ensuring seamless onboarding and ongoing management of client relationships. Key Responsibilities:
- Lead and manage a team of two lifecycle administrators across multiple jurisdictions.
- Execute and manage all documentation required for onboarding new clients, ensuring compliance with FCA regulations on anti-money laundering.
- Collaborate with the Risk & Compliance team to resolve any issues effectively.
- Work closely with operations teams to establish custodian accounts and conduct suitability profiling in coordination with the Client Relationship Manager.
- Liaise with stakeholders involved in client setup, including Client Management, Investment, Middle Office, Business Compliance, Risk & Compliance, and Operations teams.
- Oversee client lifecycle activities for existing clients, coordinating periodic reviews and ensuring timely and accurate updates to documentation.
- Monitor and manage reporting distributions and the offboarding process for investment management clients.
- Handle administrative activities on portfolios, including fund postings, payment initiations, and FX transactions.
- Support additional projects as needed.
Qualifications and Experience:
- Degree level or equivalent required.
- Essential financial services experience, with relevant expertise in lifecycle management for various client types, including Trusts, Individuals, Corporates, and Charities.
- Strong knowledge of regulatory frameworks and business practises.
- Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint).
- Experience with Touchstone Dynamics 365 Business Central system is desirable.
Competencies, Skills, and Behaviours:
- Highly organised, with the ability to plan and prioritise in a fast-paced environment.
- Excellent written and verbal communication skills.
- Strong attention to detail and a proactive approach to problem-solving.
- Ability to work under pressure and meet tight deadlines.
- Self-motivated and driven to achieve both personal and organisational goals.
- Discreet, loyal, and trustworthy, with a commitment to confidentiality.
- Adaptable to change, with a flexible and team-oriented mindset.
- Positive and enthusiastic attitude, willing to work additional hours as necessary.
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Head of Client Lifecycle Management (London) employer: LHH Recruitment Solutions
Contact Detail:
LHH Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Client Lifecycle Management (London)
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events, webinars, or local meetups to connect with individuals who may have insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in client lifecycle management. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your leadership skills and ability to manage client relationships effectively. Tailor these examples to highlight your understanding of compliance and regulatory frameworks.
✨Tip Number 4
Research the company’s values and mission. Understanding their approach to client management and how they align with your own values can give you an edge during interviews and help you articulate why you're a great fit for the role.
We think you need these skills to ace Head of Client Lifecycle Management (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client lifecycle management and investment services. Use specific examples that demonstrate your leadership skills and compliance knowledge, particularly in relation to FCA regulations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client management and your ability to lead teams. Mention your familiarity with regulatory frameworks and how you have successfully managed client relationships in the past.
Highlight Key Competencies: In your application, emphasise your organisational skills, attention to detail, and problem-solving abilities. Provide examples of how you've worked under pressure and met tight deadlines in previous roles.
Showcase Relevant Tools and Technologies: If you have experience with Microsoft Office Suite or Touchstone Dynamics 365 Business Central, make sure to mention it. Highlight how these tools have helped you in managing client lifecycle processes effectively.
How to prepare for a job interview at LHH Recruitment Solutions
✨Showcase Your Leadership Skills
As the Head of Client Lifecycle Management, you'll be leading a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed teams in the past, especially in high-pressure environments.
✨Demonstrate Regulatory Knowledge
Given the importance of compliance in this role, brush up on FCA regulations and anti-money laundering practices. Be ready to discuss how you have ensured compliance in previous roles and how you would approach it in this position.
✨Highlight Your Organisational Skills
This role requires excellent organisational abilities. Prepare to share specific examples of how you've effectively planned and prioritised tasks in a fast-paced environment, ensuring that deadlines are met without compromising quality.
✨Prepare for Stakeholder Interaction
You'll be liaising with various stakeholders, so think about your communication strategies. Be ready to discuss how you've successfully collaborated with different teams and resolved conflicts or issues in the past.
