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L'înformâtion et les sèrvices publyis pouor I'Île dé Jèrri

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
  • Online


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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