Client Relationship Manager - Private Equity
Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
29 September 2025
Reference
65928
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/Associate Director – Administration.
Key responsibilities:
* 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 the preparation, review, distribution and filing of periodic financial statements
* Act as "B" level 4-eyes signatory on administration matters
* Assist with billing information for clients
Skills, knowledge, expertise:
* The candidate should hold a relevant professional qualification
* The candidate is required to have proven financial services experience
* Strong technical financial services knowledge
* People management experience
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