Senior Account Manager II, GFO
Core
Managing institutional fund structured client relationships, overseeing transaction processing, asset servicing, and account setup for sophisticated clients.
Role type
Senior Account Manager (Institutional Fund Services)
Builds
Trusted client relationships and service delivery for institutional funds
Domain
Wealth management and asset servicing
Deliverable
client delivery
Required skills
Institutional fund structured products knowledge, custody products expertise, transaction processing management, stakeholder communication, MS Office data manipulation, regulatory change communication, documentation management
Preferred skills
Experience with Luxembourg or equivalent regulated regimes, mentorship capability, international travel readiness
Technologies
MS Office, Bank platforms
Responsibilities
Monitor and resolve daily transaction processing and asset servicing activities; Serve as central client touchpoint for product explanation and issue escalation; Identify business opportunities and prepare for client meetings and annual reviews; Communicate regulatory and product changes to clients; Create and maintain documented procedures for client relationships
Seniority
Senior, hands-on IC
