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Client Relationship Manager - Private Equity

Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
17 August 2019
Reference
18981
Contract
Permanent
Hours
Full Time
Salary
Negotiable
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
- 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

Skills, knowledge, expertise:
- Some people management experience
- Evidence of managing a client relationship
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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