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- Tasks: Lead a small team to manage client onboarding and lifecycle activities in investment management.
- Company: Join a dynamic investment management firm focused on compliance and client satisfaction.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a crucial role that impacts client relationships and drives business success.
- Qualifications: Degree level or equivalent with financial services experience in investment management required.
- Other info: Ideal for self-motivated individuals who thrive in fast-paced, team-oriented settings.
The predicted salary is between 43200 - 72000 £ per year.
We are looking to hire an experienced Client Life Cycle Manager to manage a small team of two life cycle administrators with responsibilities over multiple jurisdictions. This is a hands-on role for a practitioner with an Investment Management background.
Responsibilities include:
- Management and execution of all documentation required to on-board new clients for their client agreement.
- Ensuring all documentation complies with FCA ruling on anti-money laundering documents and working effectively with the Risk & Compliance team to ensure any issues are resolved.
- Working with the operations teams to set up custodian accounts.
- Suitability profiling using the online system and liaising with the Client Relationship Manager regarding the outcome of the Suitability profiling.
- Liaising with all stakeholders involved with client set up, including the Client Management team, Investment team, Middle Office, Business Compliance Officer, Risk & Compliance and Operations teams.
- Management of client lifecycle activities for existing clients, including but not limited to:
- Coordinating the periodic reviews for Investment Management clients.
- Monitoring and reviewing all documentation for existing clients, ensuring changes to their portfolios are made in a timely and accurate manner.
- Monitoring and management of reporting distributions.
- Offboarding of IM clients.
- Posting of funds in.
- Payments initiations.
- Initiation of FXs.
- Supporting projects where applicable.
Qualifications & Experience:
- Degree level or equivalent.
- Financial services experience essential - in a similar role within Investment Management.
- Relevant experience in a lifecycle management role for varied client types such as Trust, Individual, Corporates and Charities.
- Good knowledge of regulatory frameworks and business practices.
- Microsoft Office Suite (including Word, Excel and PowerPoint).
Competencies, Skills & Behaviours:
- Highly organised with an ability to plan and prioritise work within a fast-paced environment involving multiple projects.
- Excellent communication skills (written and verbal).
- Strong attention to detail.
- Ability to work under pressure and to tight deadlines.
- Self-motivated to achieve goals to improve own and company performance.
- Pro-active with the ability to take initiative and work independently.
- Discreet, loyal, confidential & trustworthy.
- Ability to adapt easily to change.
- Team oriented with flexible approach.
- Positive and enthusiastic attitude.
- Willing to work additional hours as required.
Client Life Cycle Manager employer: Stonehage Fleming
Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Life Cycle Manager
✨Tip Number 1
Familiarise yourself with the FCA regulations and anti-money laundering requirements. Understanding these regulations will not only help you in interviews but also demonstrate your commitment to compliance, which is crucial for the role.
✨Tip Number 2
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with others who may provide insights or even referrals for the Client Life Cycle Manager position.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel. Being proficient in data analysis and reporting can set you apart, as these skills are essential for managing client lifecycle activities effectively.
✨Tip Number 4
Prepare to discuss your experience in managing teams and projects. Highlight specific examples where you've successfully coordinated with multiple stakeholders, as this will showcase your ability to handle the responsibilities of the role.
We think you need these skills to ace Client Life Cycle Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and lifecycle management. Use specific examples that demonstrate your ability to manage client onboarding and compliance with regulatory frameworks.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with anti-money laundering regulations and your ability to liaise with various stakeholders effectively.
Highlight Key Skills: In your application, emphasise your organisational skills, attention to detail, and ability to work under pressure. These are crucial for managing multiple projects and ensuring timely documentation.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A well-presented application reflects your attention to detail and professionalism, which is essential for this role.
How to prepare for a job interview at Stonehage Fleming
✨Showcase Your Investment Management Experience
Make sure to highlight your background in investment management during the interview. Discuss specific roles and responsibilities you've had that relate directly to client lifecycle management, as this will demonstrate your suitability for the position.
✨Understand Regulatory Frameworks
Familiarise yourself with the FCA regulations and anti-money laundering requirements relevant to the role. Being able to discuss these topics confidently will show that you are well-prepared and knowledgeable about compliance issues.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations.
✨Prepare for Team Management Questions
As you'll be managing a small team, be ready to discuss your leadership style and how you motivate and support your team members. Think of examples where you've successfully led a team or managed projects to completion.
