Client Relationship Manager - Private Equity
Aztec Group
- St Peter Port, Guernsey
- Permanent
- Full-time
- 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
- Actively manage the performance development process for all direct reports
- The candidate should hold a relevant professional qualification (CGI or equivalent)
- 4 - 6 years' of financial services experience and good knowledge of the Funds industry
- Strong knowledge of local regulatory framework
- Sound technical financial services knowledge (to be supported through the Aztec Academy)
- Computer literacy, word processing and Excel skills are essential
- 2+ years of people management experience
- Team leadership skills, with the ability to inspire and develop others
- Evidence of full responsibility for a client relationship or a significant part of a major client relationship
- Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
- Competitive salary
- Discretionary bonus scheme plus Management Incentive Programme
- Flexible, hybrid working
- Generous holiday allowance
- Pension scheme
- Private medical insurance, including eye care
- Permanent health insurance
- Life assurance (death in service and critical illness benefit)
- Worldwide travel insurance
- Ability to work abroad for up to 3 weeks per annum
- Regular social events
- Health and wellbeing programmes
- On-site parking
- Significant investment into your personal and professional development