Job Description
Who We Are
Albourne is a global financial services company. Our objective is to advise our clients to be the best investors they can be. The company’s main areas of focus are fund research, portfolio and risk advice, FinTech and implementation. The Nicosia office opened in 1998, we currently have over 200 dynamic employees – and are looking to have more to join our teams across various functions.
Role in Brief
The Client Account Manager role sits within the Portfolio Group. This Function is the conduit through which Albourne provides investment advice to its clients and interacts with them on a daily basis. Client Account Manager act as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes
Insights to the Role
- Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services
- Onboard new clients to the firm, setting up their Albourne experience through the profile, run checks on new users, and provide training to the client
- Gain in depth knowledge of the client’s interests and needs to be able to identify cross selling opportunities in coordination with the Cross-Selling and Marketing Teams
- Take ownership of the client’s contract by becoming an expert on how they should be serviced
- Monitor and maintain client due diligence requests, budgets, and client voting
- Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)
- Become fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
- Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts
- Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
- Ensure the internal database and knowledge management system are maintained with up-to-date information on the clients
Who You Are
- You have an excellent command of the English language (verbal and written)
- You are a university graduate or equivalent
- You have strong literacy in Microsoft Office
- You are a proactive self-starter and proficient in time management & multi-tasking skills
- You have a professional demeanour and strong interpersonal skills
- You will attend annual company events as requested
What We Offer
- Support for professional qualifications (such as CFA and CAIA)
- Career growth and tools for ongoing learning and development
- Medical insurance for you and your dependents
- Provident fund
- Yearly bonus dependent upon performance and company growth
- Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
- 5 additional service recognition holidays in surplus to standard annual leave
- Albourne Training Days (minimum of 40 hours per year)
- Free office parking
What You’ll Enjoy
- A supportive, multi-cultural work environment
- Freedom to work independently, problem-solve and come up with creative solutions to complete tasks within required deadlines
- Explore different roles within Albourne after you master your current role. There are excellent opportunities for horizontal and vertical career progression
- Open plan office equipped with kitchen facilities and communal entertainment area
- Fun social activities
- Charity Day – a day in the year to work on a cause you are passionate about
- We are supportive of fitness, mental health and wellness; implementing company-wide sessions for people to partake in activities related to these areas.
Albourne embraces diversity and equal opportunity for all its employees.
We are committed to building teams that represent a variety of cultural backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
Successful candidates would be required to comply with the terms of Albourne’s compliance manuals and procedures.
