Sales & Relationship Management

Join a rapidly evolving fund services team as Sales Director and take ownership of driving revenue across key markets. You’ll play a critical role in scaling the client base, shaping commercial blueprints, and positioning solutions. This role operates in a global investment function and outsourcing provider to support the growth of its international fund services division. Key Responsibilities:Drive the execution of the sales and marketing strategy for private equity fund administration services across Europe.Proactively identify and qualify new business opportunities, prepare tailored proposals, and collaborate with internal teams and external partners to successfully close deals.Establish and nurture strong, long-term relationships with prospects, clients, and industry influencers to support business growth.Develop a deep understanding of each prospect’s business model and effectively align solutions to their operational and strategic needs.Maintain up-to-date knowledge of the European private equity landscape.Represent the firm at industry conferences, seminars, and events, supporting brand visibility and business development.Be prepared for frequent travel across Europe to meet clients and attend industry engagements.Stay current on regulatory developments and market conditions ensuring alignment with client expectations and business practices.Ensure accurate and consistent maintenance of internal systems and data, supporting team coordination and data integrity.Comply with all applicable FCA regulations and internal compliance requirementsWhat You Bring:Brings extensive experience in the private equity industry, with a solid understanding of its dynamics and client expectations.Holds a bachelor’s degree, with a proven ability to thrive in fast-paced, high-pressure sales environments.A strong communicator, capable of engaging confidently and professionally with senior-level prospects and clients.Demonstrates significant sales experience, with expertise in managing the full sales cycle—from lead generation to long-term relationship management.Combines a broad industry knowledge with sharp analytical and critical thinking skills to develop client-focused solutions.Exhibits strong organizational skills with meticulous attention to detail, ensuring high-quality execution across all responsibilities.

Are you a strategic rainmaker with deep roots in the hedge funds realm? I am currently seeking a Senior Director of Business Development to spearhead commercial growth within a global financial services firm. This is a high-impact role for a senior professional who thrives in fast-paced environments, builds trusted client relationships, and has a proven ability to drive revenue in the corporate services space. Key Responsibilities:Drive new business origination with hedge fund managers across Europe, focusing on long-term relationship developmentManage full sales cycle, from initial engagement to contract close, using strategic account planningBuild trusted partnerships with key stakeholders and operational leadsCollaborate cross-functionally with internal teamsPromote the full suite of offerings: fund administration, middle office services, ESG reporting, and regulatory complianceLeverage Salesforce CRM for pipeline management, data accuracy, and sales performance trackingWork closely with SDRs and analytics teams to identify opportunities and accelerate market expansionProvide market insights and competitive intelligence to inform both sales strategies and product developmentWhat You Bring:Brings 7+ years of sales expertise within fund services, with a strong concentration in the hedge fund industrySolid grasp of hedge fund operating models, and awareness of key regulatory frameworksExperienced in managing lengthy, consultative sales cycles involving multiple stakeholdersFluent in English, with French fluency considered a major asset for regional client engagementDemonstrates strong executive communication skills, with the ability to influence and collaborate at the C-suite levelDetail-oriented and process-driven, with a clear command of CRM systems (preferably Salesforce) to manage pipeline and reportingWilling to travel across European markets to support business development efforts

Step into a game-changing opportunity as a Business Development Director, where your influence will directly shape the growth strategy of a key business unit. I'm currently partnering with a globally recognized financial services powerhouse—an industry giant with decades of experience supporting investment funds, and multinational clients. With a footprint operating extensively on a global scale, this firm is trusted for its excellence in fund services, real assets, and global financial operations. Key Responsibilities:Lead the full sales cycle for Real estate clients, collaborating with global subject matter experts and senior stakeholdersUtilize industry networks to generate new leads and expand deal pipelinesDrive business development by attending and leveraging industry events, conferences, and seminarsManage RFPs and proposals, ensuring compelling submissions that align with client needs and strategic goalsDevelop and maintain marketing assets including pitch decks and branded materials to support sales effortsExplore and assess new markets for promoting Real estate offeringsWork closely with senior leadership and product teams to secure new mandates and client winsIdentify and support product innovation, contributing to the creation of new service offeringsExpand professional network to enhance brand visibility and unlock new business opportunitiesStrengthen brand presence through collaboration with external PR partnersCross-sell services within existing client accounts to maximize relationship valueMaintain accurate records in the CRM system to support sales tracking and reportingSupport client engagement initiatives, including planning and executing hosted eventsContribute to relationship management efforts across key clients in London and EuropeWhat You Bring:Bachelor’s degree in a relevant discipline, with over 10 years of experience in real estate investments5+ years in senior leadership roles, with a proven ability to lead and inspire teamsStrong communication and interpersonal skills, with expertise in negotiation and presentationProven business development success, with a track record of year-over-year growthDeep understanding of real estate structures, including tax reporting and regulatory complianceFamiliarity with industry software such as Investran, Yardi, and MRI is a strong plusDemonstrated ability to manage multiple priorities and consistently met deadlinesConfident in escalating issues appropriately to maintain service qualityProfessional accounting designations such as CPA, ACCA, or CIMA are advantageous

Trust Manager – Trust and TaxBroadgate has an exciting opportunity for a Trust Manager to work with an incredible sustainability bank based in Zurich.Responsibilities include:Responsible for supporting and advising a diverse client portfolio including startups and established companiesManage the accounting, preparation of financial reports, and prepare financial and financing plans.Responsible for interim and annual financial statements, vat returns, and payroll and social security notifications.Prepare tax returns for companies and individuals and advise clients on taxes, pensions, and succession planning.Represent clients with tax authorities and social security agencies and work closely with client managers and administrators. Experience:Several years of professional experience in trust or accounting, ideally in client management or a comparable role.Fiduciary certificate or comparable qualification - finance and accounting, federally certified trust or tax expert.Experience with common accounting and ERP systems - Abacus, Sage50, Dr. Tax, Office 365).Fluent in German and English – communicate confidently in an international environment.If you have the know how and believe you would be a good fit for this role then apply with us today!

Asset Management Manager My client, a global real estate firm, are seeking a hands-on Operations Manager who will serve as the primary point of contact for all tenants and on-site activities. This key role will lead both property management and facility management functions, ensuring seamless operations and exceptional service delivery. As part of the German Asset Management team, reporting directly to the Senior Asset Management leadership, you will play a critical role in delivering operational excellence and contributing to the long-term value creation of our portfolio. You will be a driving force behind the execution of strategic asset plans, ensuring the highest standards of tenant engagement and building performance.Key ResponsibilitiesLead the day-to-day operations of the asset, managing all property and facility management activitiesAct as the main contact for all tenants, maintaining excellent relationships and ensuring smooth on boarding for new occupiersOversee the transition from development or construction phases into full operational useDevelop and implement strategies to enhance operational efficiency, tenant satisfaction, and asset valueConduct annual performance reviews of service providers, ensuring accountability and service excellencePrepare presentations, reports, and approval documentation for internal stakeholders, corporate boards, shareholders, and lendersCollaborate with internal teams and external advisors to deliver high-quality outcomesWork within a flat team structure that promotes ownership and direct collaboration with senior leadershipEngage with teams across Germany, London, and Luxembourg, supporting international asset and investment strategiesEssential Skills & Experience5-7 years of experience in the German real estate market in asset management or a similar positionCommercial real estate exposure, ideally across officeFluency in German and English

Broadgate has partnered with a leading investment services company looking to hire a Business Development Director within their Fund Services team. The duties included in this role will be to manage the sales process for service and solutions offering for private equity funds as well as, developing a pipeline, managing client relationships and providing input to the future direction the business. There will be extensive travel time within Europe as well. Responsibilities include: Deliver a targeted sales and marketing plan for European private asset administration services, focusing on regions including the UK, Ireland, Scandinavia, Channel Islands, and Luxembourg.Identify, engage, and pursue new business opportunities; create proposals and quotes; and work closely with internal teams and external partners to secure new clients.Build and maintain strong relationships with prospects, clients, and key industry influencers.Understand each prospect’s business needs and clearly articulate how the company’s solutions can address them.Maintain up-to-date knowledge of the European private equity industry and the company’s service offerings.Represent the company at industry events, including conferences, seminars, and trade shows.Stay informed on market trends, regulatory updates, and competitive offerings, ensuring communication and practices remain aligned.Keep internal systems and data accurate and current to support team collaboration and data integrity.Ensure full compliance with all CSSF regulatory requirements. Requirements: A bachelor’s degree in Business, Accounting, Finance, or equivalent professional experience.Significant experience in the private equity industry, ideally in sales, marketing, or relationship management—either directly with a private equity manager or within a third-party administrator, law firm, or audit firm supporting private equity clients.Proven ability to manage the full sales cycle, including lead generation, pipeline development, relationship building, and deal closure in a fast-paced environment.Strong verbal and written communication skills, with the ability to engage effectively and professionally with senior-level clients and prospects.Willingness to travel frequently across Europe. Please apply today should this role be of interest to you!

Do you have the expertise to navigate the complexities of financial services while offering strategic direction to diverse stakeholders? Then, look no further. A Senior Trust Officer role has become available within an organization that supports a range of private stakeholders, offering guidance across both personal and commercial interests, including longstanding estate structures. Key Responsibilities:Manage the day-to-day administration of a defined portfolio of trusts and client entities.Deliver exceptional client service while maintaining strong, professional relationships with clients and other stakeholders.Serve as the primary point of contact for assigned clients and trust stakeholders, ensuring timely and effective communication.Take ownership of personal workload, demonstrating strong organizational and time-management skills.Collaborate with internal colleagues and external partners across multiple jurisdictions to support trust-related matters and client needs.Contribute to project-specific teams within Saffery Trust offices in other international locations.Maintain accurate records and ensure compliance with relevant regulations and internal policies.  What You Bring:4+ years of experience in the day-to-day administration of UK trusts and related corporate entitiesA proven record of delivering exceptional client serviceHMRC Reporting: Understanding and hands-on experience with reporting to HMRC (Her Majesty's Revenue and Customs).TRS Reporting: Direct experience with the Trust Registration Service (TRS). This is a key area of UK trust compliance.Land Registry: Familiarity with Land Registry requirements for property held in trusts.Attention to Detail: Critical for accuracy in financial and legal administration.Responsibility & Autonomy: The ability to manage their own workload effectively and be trusted with significant responsibilities in a remote environment.

Asset Management Manager My client, a global real estate firm, are seeking a hands-on Operations Manager who will serve as the primary point of contact for all tenants and on-site activities. This key role will lead both property management and facility management functions, ensuring seamless operations and exceptional service delivery. As part of our German Asset Management team, reporting directly to the Senior Asset Management leadership, you will play a critical role in delivering operational excellence and contributing to the long-term value creation of our portfolio. You will be a driving force behind the execution of strategic asset plans, ensuring the highest standards of tenant engagement and building performance.Key ResponsibilitiesLead the day-to-day operations of the asset, managing all property and facility management activitiesAct as the main contact for all tenants, maintaining excellent relationships and ensuring smooth on boarding for new occupiersOversee the transition from development or construction phases into full operational useDevelop and implement strategies to enhance operational efficiency, tenant satisfaction, and asset valueConduct annual performance reviews of service providers, ensuring accountability and service excellencePrepare presentations, reports, and approval documentation for internal stakeholders, corporate boards, shareholders, and lendersCollaborate with internal teams and external advisors to deliver high-quality outcomesWork within a flat team structure that promotes ownership and direct collaboration with senior leadershipEngage with teams across Germany, London, and Luxembourg, supporting international asset and investment strategiesEssential Skills & Experience5-7 years of experience in the German real estate market in asset management or a similar positionCommercial real estate exposure, ideally across officeFluency in German and English