Relationship Manager - Fund Services
Indexed description
A leading European fund servicing group is seeking a senior relationship professional to manage and grow a portfolio of global institutional clients.
This is a strategic, commercially focused role responsible for protecting, maintaining and expanding revenue across a multi-jurisdictional client base. You will operate as the senior global contact for assigned clients, building long-term trusted partnerships and aligning internal capabilities to client ambitions.
This role suits an experienced asset servicing professional with strong commercial instincts, C-suite presence, and a track record of growing client wallets within complex institutional environments.
Key Responsibilities
- Act as senior global relationship lead for an assigned portfolio of institutional clients
- Develop and maintain trusted, long-term partnerships at executive level
- Protect and grow revenue across your portfolio
- Build and maintain a strong network of strategic contacts within client organisations
- Develop and execute structured global strategic account plans, including:
- Stakeholder mapping and influence analysis
- Retention and growth strategy
- Competitive landscape assessment
- Lead global strategic committee meetings between client senior management and internal executive stakeholders
- Represent the organisation at senior industry events and conferences
- Partner closely with product, operational, IT and support teams to deliver client-aligned solutions
- Lead commercial negotiations and contract discussions (in collaboration with legal teams)
- Ensure full KYC and compliance oversight for assigned clients
- Oversee smooth onboarding of new mandates in partnership with implementation teams
- Maintain accurate and up-to-date CRM records
Skills & Experience
- 5-10+ years’ experience within fund servicing
- Proven experience managing global or multi-jurisdictional institutional clients
- Strong understanding of products, market structure and regulatory landscape
- Demonstrated success in revenue retention and growth
- Experience creating and executing global strategic account plans
- Strong commercial negotiation experience
- Comfortable operating at C-suite level
- Collaborative approach when working with internal stakeholders
Personal Profile
- Commercially minded and client focused
- Calm, credible and composed under pressure
- Structured thinker with a delivery-oriented mindset
- Trusted advisor style with strong executive presence
- High judgement and strong stakeholder management capability
Why Consider This Role?
- Senior, high-visibility commercial position
- Genuine ownership of strategic global client relationships
- Opportunity to influence product development and internal strategy
- Strong compensation structure with performance-related bonus
- Flexible working model
- Career progression within a growing international platform
Interested?
If you are currently managing institutional clients within asset servicing and are looking for a broader, more strategic commercial remit, I would welcome a confidential discussion.
Apply directly or contact me privately to explore further.
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