Client Relationship Manager - Real Assets
Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
29 September 2025
Reference
65929
Contract
Permanent
Hours
Full Time
Salary
Negotiable
This position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager.
Key responsibilities:
* Co-ordinate legal, tax & other professional advice
* Develop and maintain the Operational Procedures Manuals & ISAE checklist templates for client relationships
* Attend & minute client board meetings & shareholders meetings
* Preparation, review, distribution & filing of periodic financial statements on a timely basis & in accordance with regulatory guidelines
* Act as "B" level 4-eyes signatory on administration matters
* Assist with billing information for clients
* Supervise & assist in the training & development of staff
Skills, knowledge, expertise:
* Holds a relevant professional qualification
* Required to have proven relevant experience
* Strong technical financial services knowledge
Core skills required
* Ability to speak and understand English
* CV Required
* Keyboard Skills
* References
How to apply
* Online
Contact name
Rosie Tonner
Address
Aztec Group House
P O Box 730
11-15 Seaton Place
St Helier
Jersey
JE4 0QH