Client Relationship Manager - Private Equity

  • Job Reference: 5969
  • Date Posted: 29 September 2022
  • Website:
  • 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 act as point of contact; 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 on a timely basis and in accordance with regulatory guidelines; act as “B” level 4-eyes signatory on admin matters; assist with billing information for clients including analysis of time spent, including the management of aged debtors; supervise and assist in training and development of staff and participate in appraisal process. 
The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent); 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; able to act as a “B” level Authorised Signatory; quick to learn new systems; great with people.  Training will be provided.
Five years continuous residence in Jersey required.