Client Relationship Manager 1 - Real Assets

  • Job Reference: 7340
  • Date Posted: 25 September 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The purpose of this position is to administer a limited portfolio of Fund structures and co-ordinate legal, tax and other professional advice ; develop and maintain 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 the management of aged debtors; supervise and assist in the training and development of staff and participate in the appraisal process for members of staff. 
 The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent); have 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; aAct as a “B” level Authorised Signatory; excellent people skills; quick to learn new systems.  Training provided.
Five years continuous residence in Jersey required.