Head of Institutional Desk, FFB

Posted 12 Hours Ago
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Office, Machaze, Manica
Senior level
Software • Financial Services
The Role
As the Head of Institutional Relations Desk, you will lead a team focused on supporting institutional clients and managing key relationships. You'll evaluate inquiries, support due diligence, and ensure KPIs are met, all while fostering strong partnerships and enhancing the client experience.
Summary Generated by Built In

About the OpportunityJob Type: Permanent

Application Deadline: 30 April 2025

Title                 Head of Institutional Relations Desk, FFB

Department      Advisory Distribution

Location          Kronberg - Germany

Reports To      Head of Key Account Relations

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Institutional Relations Desk team of our German platform business (FIL Fondsbank GmbH/FFB) and feel like you’re part of something bigger.

About your team :

Making advisers’ lives easier and their firms more efficient – while providing a great end-investor experience for their clients – is at the heart of what we stand for. We believe in building strong, enduring partnerships with adviser firms, collaborating closely with them to ensure our platform remains in-tune with their requirements. Our goal is to help firms build strong, profitable and sustainable businesses and to support them through any challenges that may arise.

The team you will head up is responsible to provide our institutional clients/ partner and special pools with help, expertise and guidance on a range of queries using the interactions to build strong relationships to develop trust in our business. We provide an important role in growing and evolving the business through active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction for our employees, helping to retain great talent within the organisation.  

About your role :

You make the difference for our partners to do business with us.

As Head of Institutional Relations Desk, you are responsible for a team of 2.
You are responsible for setting up the new desk and managing the support of institutional clients and the relationship for special pools and the TPA (Third Party Administration) business and ensuring the agreed KPI´s are met, including reporting. In addition to enquiries and escalations, this includes evaluating and monitoring change requests for existing services. You are supporting and coordinating annual due diligences and regulatory audits requests.

You and your team are the main contacts for the ongoing relationship of our institutional clients and TPA business partner and developing good business and strategic relationships.  
You are responsible for supporting them in all requests of daily business and making it as easy as possible to do business with us. You are accountable for always keeping the interests of our partner in mind, representing them within the company and designing processes in a user-friendly and effective manner.

About you :

  • You have completed commercial training or a degree with relevant professional experience in the banking environment or financial services sector.
  • You have several years of experience in sales or client service with high sales orientation/affinity.
  • You have experience in dealing with highly demanding clients and a good understanding of bank processes.
  • As a Senior manager and leader, it is natural for you to lead by example, think entrepreneurially and make decisions.
  • You enjoy dealing with people and working in a team and are used to communicating across hierarchical levels and teams accordingly. 
  • Personal responsibility is a matter of course for you and you have a strong service orientation and the ability to build customer relationships.
  • Leading a team, motivate and enable them to develop and grow is your passion.
  • You are highly flexible and enjoy new challenges and experiences.
  • Very good English language skills.
  • You have a native or close native level of German.

Feel rewarded :

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.
 

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The Company
HQ: London
9,919 Employees
On-site Workplace
Year Founded: 1969

What We Do

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

*Data as of 31 March 2021

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