Client Relationship Manager 1 – Real Assets

The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager.  Duties will include 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 preparation, review, distribution and filing of periodic financial statements in accordance with regulatory guidelines; act as “B” level 4-eyes signatory on administration matters; assist with billing information for clients including analysis of time spent, including management of aged debtors; supervise and assist in staff appraisals, training and development.
The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent) and proven relevant experience; strong technical financial services knowledge; some people management experience; evidence of managing a small client relationship or part of a major client relationship; act as a “B” level Authorised Signatory; quick to learn new systems and great with people.  Training will be provided.