Client Relationship Manager - Private Equity St Peter Port
Job description
Reports to Senior Client Relationship Manager
The purpose of this position is to administer a varied portfolio of Private Equity Fund structures in conjunction with the Senior Client Relationship Manager and Associate Director. The team in question is responsible for the relationship of one of the Group's largest clients running the day-to-day operations of a substantial portfolio.
We can adjust the role to suit your level of experience and are open to applications from newly appointed managers, to those with several years of managerial experience.
Key responsibilities:
- Act as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients (internal CMP reports, Compliance reports to Boards, periodic client reviews) and regulatory requirements
- Co-ordinate legal, tax and other professional advice
- Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a varied portfolio of Private Equity clients
- Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
- Act as a higher authority on day-to-day queries and 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
- Assist with billing information for clients including analysis of time spent and the management of aged debtors
- Supervise and assist in the training and development of staff, acting as a role model
- Actively manage the performance development process for all direct reports
Skills, knowledge, expertise:
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
- The candidate is required to have 4 - 6 years' financial services experience
- Sound technical financial services knowledge (to be supported through the Aztec Academy)
- Computer literacy, word processing and spreadsheet skills are essential
- People management experience
- Evidence of having responsibility for a client relationship or a significant part of a major client relationship
We will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
