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Investor & Client Relations Manager (part-time)

An investment firm, focused on providing solutions towards starting investment funds, is seeking to hire a Investor & Client Relations Manager on part time bases.

Responsibilities:
  • Interact in a friendly and professional manner with both internal and external stakeholders
  • Create and maintain the process manuals for the department’s tasks and main processes
  • Developing and maintaining relationships across an existing network of highly-sophisticated individual and institutional clients
  • Support the team with regards to the take-up of new fund distributors, including the review and update the distribution agreement templates
  • Update company system with investor deals and reconcile company’s administration with that of the Transfer Agent
  • Allocation investor deals to distributors and calculating upfront fees and trail fees. Reconciling the subsequent payments
  • Manage company KYC procedure and follow up on any outstanding AML documentation
  • Manage different inquiries such as client information, queries, and resolutions
  • Streamline the relationship with external service providers for TA Management of fund ranges

Requirements:
  • Between 1-3 years of experience dealing with institutional clients within Asset Management
  • Knowledge of all Transfer Agent-related activities, including a strong experience in handling and management of distribution agreements
  • Tertiary education, preferable in finance
  • Good general knowledge of Fund Services business and processes
  • Advanced proficiency in Excel
  • Excellent command of English, verbal and written