Client Relationship Manager Private Equity

Jersey, ENG, GB, United Kingdom

Job Description

Client Relationship Manager - Private Equity


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Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
15 June 2025
Reference
64048
Contract
Permanent
Hours
Full Time
Salary
Negotiable
Act as first point of contact for a limited number of fund structures within a team


Co-ordinate legal, tax and other professional advice


Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships


Attend and minute client board meetings and shareholders meetings


Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines


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, including the management of aged debtors


Supervise and assist in the training and development
Core skills requiredAbility to speak and understand English CV Required Keyboard Skills References
How to applyOnline




Contact name
Rosie Tonner
Address
Aztec Group House


P O Box 730


11-15 Seaton Place


St Helier


Jersey

JE4 0QH

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Job Detail

  • Job Id
    JD3115436
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Jersey, ENG, GB, United Kingdom
  • Education
    Not mentioned