Manager - Relationship Management

All Waystone employees are expected to demonstrate our core competencies as outlined below. The role of Manager – Relationship Management has unique requirements and duties; however, these responsibilities are to be executed within the organization’s framework of core values. Waystone expects all employees to be high performing, self-motivated, learners and leaders. SUMMARY Manager – Relationship Management will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing Waystone at external events. ESSENTIAL DUTIES AND RESPONSIBILITIES

• Management of client relationships and ongoing governance of assigned clients dealing with internal Designated Persons and supporting teams, and being lead contact person with Fund Boards, Investment Managers and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors.
• Identification and management of the relationship to ensure they remain operationally efficient. Includes ongoing interaction with internal teams, Designated Persons, and extended parties to manage ongoing deliverables, ad hoc matters and project related items.
• Support other Relationship Managers with the needs of their clients and funds, where necessary.
• Working with the Onboarding team to plan and resource the launch of new clients and fund.
• Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to this changing regulation, specifically AIFMD, UCITS and MiFID. Attend training on such topics as required. Assist with organisation and delivery of such training as requested.
• Communicate all relationship and governance items to Designated Persons and internal management, and internal teams and work towards resolutions & log for training purposes to avoid duplication of issues.
• Operational and relationship responsibility for a group of current clients in line with all fund documentation including prospectus, legal agreements and in line with Waystone procedures, with the support of Designated Persons, Risk Management, Compliance and Operational Risk, to ensure client satisfaction and compliance with regulatory obligations.
• Preparation and review of reporting to be provided to Management, internal committees, Waystone Board and external Fund Boards
• Coordinate teamwork between the internal existing teams to promote prompt and thorough response to clients’ requests.
• Undertaking research across a wide range of investment fund topics, as requested.
• Business Development awareness to research and identify cross selling opportunities and to nurture repeat business with clients. Also, to research and identify new sales opportunities in the market as well as generating leads and referrals from other service providers.
• Assisting other business units as an when required.

• Motivated with enhanced interpersonal skills and adept at building client relationships;
• Minimum 5 years’ experience in an investment funds environment;
• Knowledge of AIFMD UCITS and MiFID (if applicable);
• Client facing background with presentation skills;
• Strong academic background including a Degree in Finance/Business/Economics or related field;
• Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.);
• Due to the nature of this role, it is expected that the successful candidate will be onsite for a minimum of 3 days per week.