Client Specialist - Corporates & Financial Institutions
Core
Primary point of contact for clients on ready-to-trade matters, managing onboarding, compliance, and risk for funds and financial institutions.
Role type
Senior Client Specialist (Commodities & Global Markets)
Builds
Client onboarding, servicing, and risk management for a portfolio of funds and regulated entities
Domain
Financial Services / Commodities & Derivatives
Deliverable
client delivery
Required skills
Investment management operating models, complex fund structures (SPVs, trusts, UCITS, AIFs), cross-border structures, client due diligence, financial crime risk management, derivatives products knowledge, contractual negotiation (ISDA, CSA), regulatory frameworks (MiFID, EMIR, AMLD, FATCA, CFTC, Dodd-Frank)
Preferred skills
EMEA languages fluency
Technologies
ISDA, CSA, EFET
Responsibilities
Act as primary point of contact for clients on all ready-to-trade matters; partner with sales and origination to manage non-revenue responsibilities; translate regulatory requirements into client-specific solutions; support portfolio onboarding and ongoing engagement.
Seniority
Senior, hands-on IC
