Investment Funds Services - Relationship Manager (f/m/d)

Your area of work

As an Investment Funds Services Relationship Manager, you are tasked with managing a portfolio of relationships with a technical understanding of our suite of Investment Funds Services products offering across LATAM countries to the Wealth Management, Private Bank, Fund Platform, and Banking sector. You are tasked to improve both the quality of our services and be responsible for revenue generation and growth. Together with a team of experts in relationship management and sales, you will be a key part of a growing commercial team and significantly contribute to the Investment Fund Services EDDI (Execution, Distribution, Data, and Innovation) strategy.

Your field of activity

• Manage Client relationships in the region, as well as and develop new relationships with new clients.
• Ensure that issues, whether contractual, commercial, or operational are resolved to both the company’s and the customer’s satisfaction.
• Prepare and implement documentation to customers in line with internal compliance, credit, legal and audit requirements incl. KYC for each customer, credit facilities, governing documentation update.
• Prepare, co-ordinate and deliver customer visits and presentations.
• Ensure prospects are turned into satisfied customers by migrating them quickly and efficiently.
• Promote Vestima/Fund Centre to ensure that we have maximum coverage for your client's activity.
• Build an account plan for each customer and ensure our value proposition is positioned as the market model of the future. Ensure that all levels of your clients are covered.
• Know your client’s commercial situation.
• Represent Clearstream at external events, be it in conferences or Industry bodies working groups.
• Build working relationships with key stakeholders and influencers in target organizations.
• Organize or contribute to the organization of regional customer events.
• Maintain professional knowledge, keep abreast of general market updates, industry developments and competitor’s activities.

Your profile

• University degree in Economics, Business Administration, Finance, or another relevant subject.
• Excellent communication, negotiation, presentation skills, customer focus and service orientation
• Experience managing large and strategic client relationships.
• Good understanding of banking products and processes in the funds industry
• Excellent organizational skills, communication skills, customer focused, ability to act independently and work well as a team player.
• Capacity to work independently, have a curious state of mind, results oriented.
• Occasional travel will be expected.
• Language: English, Spanish. Knowledge of Portuguese would be an advantage.

Salary: 110k - 130k USD