Client Relationship Manager - Private Equity

Location

Guernsey | United Kingdom

Job description

Reports to Senior Client Relationship Manager

The purpose of this position is to administer a varied portfolio of Private Equity Fund structures in conjunction with the Senior Client Relationship Manager and Associate Director.

Key responsibilities:

• Act as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients (internal CMP reports, Compliance reports to Boards, periodic client reviews) and regulatory requirements
• Co-ordinate legal, tax and other professional advice
• Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a varied portfolio of Private Equity clients
• Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
• Act as a higher authority on day-to-day queries and act as “B” level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
• Assist with billing information for clients including analysis of time spent and the management of aged debtors
• Supervise and assist in the training and development of staff
• Actively manage the performance development process for all direct reports

Skills, knowledge, expertise:

• The candidate should hold a relevant professional qualification (CGI or equivalent)
• 4 - 6 years’ of financial services experience and good knowledge of the Funds industry
• Strong knowledge of local regulatory framework
• Sound technical financial services knowledge (to be supported through the Aztec Academy)
• Computer literacy, word processing and Excel skills are essential
• 2+ years of people management experience
• Team leadership skills, with the ability to inspire and develop others
• Evidence of full responsibility for a client relationship or a significant part of a major client relationship
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts

Who are we?

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do.

We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people: 

• Competitive salary
• Discretionary bonus scheme plus Management Incentive Programme
• Flexible, hybrid working
• Generous holiday allowance
• Pension scheme
• Private medical insurance, including eye care
• Permanent health insurance
• Life assurance (death in service and critical illness benefit)
• Worldwide travel insurance
• Ability to work abroad for up to 3 weeks per annum
• Regular social events
• Health and wellbeing programmes
• On-site parking
• Significant investment into your personal and professional development 

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

Job tags

Salary