Senior Client Specialist – Funds & Institutions

Senior Client Specialist – Funds & Institutions

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
Macquarie Bank Limited

At a Glance

  • Tasks: Manage client relationships and ensure compliance in a dynamic financial environment.
  • Company: Join Macquarie, a global leader in financial services with a supportive culture.
  • Benefits: Enjoy generous leave, wellbeing support, and professional development opportunities.
  • Other info: Embrace a diverse and inclusive workplace with excellent career growth potential.
  • Why this job: Make a real impact by supporting diverse funds and institutions in their operations.
  • Qualifications: Experience in investment management and strong understanding of fund structures required.

The predicted salary is between 60000 - 80000 £ per year.

The Commodities and Global Markets Client Specialist Unit is a frontline expert team supporting clients and counterparties with all ready-to-trade activities. The team partners closely with sales, origination, compliance, legal, and operations to ensure seamless client onboarding and servicing, while managing non-financial risk matters. The team delivers a positive client experience and practical risk outcomes across a diverse portfolio of funds and regulated financial institutions.

As a Client Specialist within Commodities and Global Markets, you will take direct responsibility for client relationships from a compliance, administrative and servicing perspective. You will act as the primary point of contact for clients on all ready-to-trade matters, ensuring regulatory and contractual requirements are met. You will partner with sales and origination teams to manage non-revenue responsibilities, freeing up capacity for commercial activities while maintaining strong connectivity with clients. Your expertise will be vital in translating regulatory requirements into clear, client-specific solutions and in ensuring practical application of compliance and risk policies. You will support a portfolio of funds and regulated entities, including asset managers, hedge funds, private equity funds and financial institutions, delivering successful onboarding and ongoing engagement.

What you offer:

  • Extensive experience in investment management operating models, fund structures, regulation and organisational frameworks, particularly within the EMEA region
  • Strong understanding of complex fund and ownership structures, such as SPVs, trusts, hedge funds, funds of funds, UCITS, AIFs, master-feeder setups and umbrella funds
  • Ability to navigate cross-border structures involving partnerships, securitisation vehicles and holding companies
  • Expertise in client due diligence, financial crime risk management and policy application, as well as strong knowledge of physical commodities and derivatives products, including contracts for difference, forwards, futures, swaps, swaptions and options
  • Demonstrated capability in contractual negotiation, including ISDA, CSA, EFET and other derivatives agreements
  • Experience with regulatory frameworks and classifications such as MiFID, EMIR, AMLD5 and 6, FATCA, CFTC Rules and Dodd-Frank Act
  • Fluency or working proficiency in one or more EMEA languages to support cross-border client engagement and documentation review

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer:

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
  • 26 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers
  • Paid fertility leave for those undergoing or supporting fertility treatment
  • 2 days of paid volunteer leave and donation matching
  • Access to a wide range of salary sacrificing options
  • Benefits and initiatives to support your physical, mental and financial wellbeing including comprehensive medical and life insurance cover
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Access to company-funded emergency and backup dependent care services
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment

About Commodities and Global Markets: Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance.

Our commitment to diversity, equity and inclusion: We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. Our aim is to provide reasonable adjustments to individuals as required during the recruitment process and in the course of employment. If you require additional assistance, please let us know during the application process.

Senior Client Specialist – Funds & Institutions employer: Macquarie Bank Limited

At Macquarie, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we provide extensive learning opportunities, generous leave policies, and a commitment to employee wellbeing, ensuring that our team members can balance their personal and professional lives effectively. Located in the vibrant city of London, our Senior Client Specialist role offers the chance to engage with a diverse portfolio of clients while contributing to meaningful outcomes in the financial services sector.

Macquarie Bank Limited

Contact Details:

Macquarie Bank Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Client Specialist – Funds & Institutions

Tip Number 1

Network like a pro! Reach out to current or former employees at Macquarie on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.

Tip Number 2

Prepare for the interview by knowing your stuff! Brush up on investment management, fund structures, and compliance regulations. Show them you’re not just a candidate, but a potential asset to their team.

Tip Number 3

Practice your pitch! Be ready to explain how your experience aligns with the role of Senior Client Specialist. Highlight your expertise in client relationships and regulatory requirements to stand out.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of the Macquarie family.

We think you need these skills to ace Senior Client Specialist – Funds & Institutions

Client Relationship Management
Compliance Knowledge
Investment Management Operating Models
Fund Structures Understanding
Cross-Border Structure Navigation
Client Due Diligence
Financial Crime Risk Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Senior Client Specialist role. Highlight your expertise in investment management and client servicing to grab our attention!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background aligns with what we’re looking for. Be genuine and let your personality come through.

Showcase Relevant Experience:When detailing your experience, focus on your work with funds and institutions. Mention specific projects or achievements that demonstrate your understanding of compliance and risk management in the financial sector.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!

How to prepare for a job interview at Macquarie Bank Limited

Know Your Stuff

Make sure you brush up on your knowledge of investment management operating models and fund structures. Be ready to discuss complex topics like SPVs, hedge funds, and regulatory frameworks such as MiFID and EMIR. This will show that you’re not just familiar with the basics but can handle the intricacies of the role.

Client-Centric Mindset

Since you'll be the primary point of contact for clients, think about how you can enhance their experience. Prepare examples of how you've successfully managed client relationships in the past, especially in compliance and servicing. Highlight your ability to translate regulatory requirements into practical solutions for clients.

Showcase Your Negotiation Skills

Be ready to talk about your experience with contractual negotiations, particularly with ISDA and CSA agreements. Think of specific instances where you navigated complex negotiations successfully. This will demonstrate your capability in handling the non-revenue responsibilities that come with the role.

Cultural Fit Matters

Macquarie values diversity and inclusion, so be prepared to discuss how your background and experiences align with their commitment to these principles. Share your thoughts on teamwork and collaboration, and how you can contribute to a friendly and supportive environment.