Head of Relationship Management

Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, London, Paris, Stockholm and Singapore we continue to expand internationally.

Your tasks and responsibilities:

Disciplinary and functional management of the RM INST area

• Responsibility for the selection, development and qualification of the department / team heads and employees (in close coordination with the department heads)
• target setting and monitoring the achievement of targets for direct reports
• Conducting appraisals
• Organising the area including ensuring documentation of work processes

Client Relationship Management and Development

• Ensuring optimal support for existing clients (incl. management of measures and processes in coordination with relevant internal and external contacts)
• Covering the top contacts of the most important clients
• Ensuring the best possible handling of the sales process for existing clients with the involvement of the department heads
• Analysis of cross- and up-selling potentials
• Identification and qualification of sales opportunities
• Implementation of measures to realise the sales opportunities
• Deal negotiations until the contract is signed
• Retention Management
• Organisation and implementation of Investment Committee – and service meetings
• Monitoring and controlling the client relationship profitability, incl. developing and implementing measures (e.g. Up-Pricing)

Preparation of a proposal for budget planning

• Generating new product ideas for clients based on the knowledge gained in client relationship management in cooperation with the product units
• Supporting the sales department in the acquisition of new clients
• Supporting the acquisition and support of multipliers and consultants
• Initiation and design of target group‑specific events together with the marketing department
• Participation in / lead of cross‑divisional projects / committees
• Responsible for achieving the unit's quality objectives (achievement of KPIs, processes & regulations, audit, RCSA)
• Participation in internal and professional external events (external representation of Universal Investment)

What we offer:

• An exciting working environment and challenging tasks
• Extensive insight into the European fund industry
• Friendly, international and goal‑oriented working environment
• High degree of independent work
• Attractive home office arrangements and working time flexibility

About us:

We are pioneers in the investment industry and market leaders for fund services and white label funds. Our clients, institutional investors and asset managers value our independence and the expertise we have gained from more than 50 years in the industry. Today we offer the full range of investment vehicles for all asset classes across international borders.

Universal‑Investment aims to become the leading European fund service platform and Super ManCo for all asset classes and we are looking for individuals who share our core values: Trust & Engagement, Excellence & Expertise and Change

To find out more check our website: Universal‑Investment.com

Seniority level

Director

Employment type

Full‑time

Job function

Business Development, Customer Service, and Management

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