Titre de fonction: Client Servicing officer / institutional clients (12 months)
Type de Job: CDI
Catégorie d'emploi: Plein-temps
Industrie: Asset Management
Expertise: Alternative Investments
Localisation: Geneva, Switzerland
Offre publiée: 15/02/2021
Numéro de l'offre: 33103
Nom du contact: Charlotte Boulithe
Numéro de téléphone: +41 22 718 03 10
Email: c.boulithe@lotuspartners.ch

Description de poste

For one of our clients, an Asset Manager based in Geneva, we are looking for a : 

 

CLIENT SERVICING OFFICER - INSTITUTIONAL CLIENTS (CDD 12 MONTHS)

 

Job description

  • Providing assistance to client relationship managers in their marketing activities by creating follow-up tools, organising events and mailings, and updating client databases
  • Working with the client relationship managers and/or portfolio managers to deal with requests from clients and consultants
  • Taking responsibility for the administrative management of client accounts - following up on and updating contract, account-opening and account-closing documents in cooperation with various in-house teams and our external partners
  • Placing orders for subscriptions to/redemptions from units in investment funds and then monitoring payment traffic
  • Liaising with the different investment teams and portfolio managers to provide follow-up on client's requests
  • Assisting with internal projects and mailings for Client Servicing Switzerland

 

Profile required

  • A minimum of three to five year's experience of working in asset management; experience of client relations would be an asset
  • Highly motivated with a keen interest in asset management and pension provision
  • Excellent command of French and English, Good knowledge of German would be a plus

 

All files will be treated with the utmost confidentiality