Client Relationship Manager - Private Equity
- Residency
- 5 years residency NOT required
- Employer
- Aztec Financial Services (Jersey) Ltd
- Closing date
- 29 September 2025
- Reference
- 65928
- Contract
- Permanent
- Hours
- Full Time
- Salary
- Negotiable
This position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.
Key responsibilities:
- 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
- Act as “B” level 4-eyes signatory on administration matters
- Assist with billing information for clients
Skills, knowledge, expertise:
- The candidate should hold a relevant professional qualification
- The candidate is required to have proven financial services experience
- Strong technical financial services knowledge
- People management experience
- Core skills required
- Ability to speak and understand English
- CV Required
- Keyboard Skills
- References
- How to apply
-
Apply online

Full job description

- Contact name
- Rosie Tonner
- Address
- Aztec Group House
P O Box 730
11-15 Seaton Place
St Helier
Jersey
JE4 0QH