Kaylum Oneill

Client Manager @Aberdeen

Edinburgh, GB

Champion a client-first approach, building trusted relationships by understanding each client’s investment objectives and operational requirements.• Proactively develop expertise in asset management products and sales channels, monitor M&A activity and client news to assess impacts on Aberdeen Investments relationships, anticipate client needs, and maintain current knowledge of industry trends and regulatory changes to deliver tailored, timely solutions.• Ensure the timely and accurate delivery of portfolio information, performance reports, and regulatory documentation, coordinating with internal teams to maintain high standards of service and compliance.• Conduct AML checks and support client onboarding, ensuring all anti-financial crime procedures are followed and regulatory requirements are met.• Utilise Salesforce to manage client interactions, track activity, and ensure accurate, up to-date records for seamless service delivery.• Facilitate onboarding and ongoing support for new and existing clients, guiding them through complex asset management processes and ensuring all documentation and agreements are completed to the highest standard.• Foster collaboration across functions and geographies, sharing insights and best practices to continually enhance the client experience and support business growth.

Robert Gordon University

Business Management: Financial Services, Business and Personal/Financial Services Marketing Operations