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Information and public services for the Island of Jersey

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

Client Relationship Manager - Real Assets

Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
29 September 2025
Reference
65929
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.
Key responsibilities:
- Co-ordinate legal, tax & other professional advice 
- Develop and maintain the Operational Procedures Manuals & ISAE checklist templates for client relationships 
- Attend & minute client board meetings & shareholders meetings 
- Preparation, review, distribution & filing of periodic financial statements on a timely basis & in accordance with regulatory guidelines 
- Act as “B” level 4-eyes signatory on administration matters
- Assist with billing information for clients
- Supervise & assist in the training & development of staff

Skills, knowledge, expertise:
- Holds a relevant professional qualification
- Required to have proven relevant experience
- Strong technical financial services knowledge
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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