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Client Relationship Manager - Funds

Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
03 June 2019
Reference
16923
Contract
Permanent
Hours
Full Time
Salary
Negotiable
The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.

Key responsibilities:
- 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.
- Supervise and assist in the training and development of staff

Skills, knowledge, expertise:
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent).
- The candidate is required to have 4+ years’ financial services experience.
Core skills required
  • Ability to speak and understand English
  • CV Required
  • Keyboard Skills
  • References
How to apply
  • Email
Contact name
Kyla Davies
Email
Address
Aztec Group House
P O Box 730
11-15 Seaton Place
St Helier
Jersey
JE4 0QH
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