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An established industry player is seeking a Client Relationship Manager to oversee a limited portfolio of private debt fund structures. This role involves managing complex transactions, fee negotiations, and client billing, while also leading client board meetings and ensuring effective team management. The ideal candidate will have excellent interpersonal skills and the ability to quickly learn new systems. This position offers a unique opportunity to develop operational procedures and enhance client relationships in a dynamic environment. If you are passionate about client management and ready to take on new challenges, this role could be the perfect fit for you.
This great role administers a limited portfolio of private debt fund structures, being involved in complex transactions and taking part in fee negotiations; assisting with billing information for clients including analysis of time spent, managing aged debtors; managing training, appraisals, and development of the team; attending and leading client board meetings and shareholder meetings; coordinating legal, tax, and other professional advice; developing and maintaining the Operational Procedures Manuals and ISAE checklist templates for client relationships; acting as a “B” level 4-eyes signatory; overseeing WIP, billing, and cash collection for clients; participating in the integration of new clients and structures into procedures.
Minimum Requirements:
A relevant professional qualification (ICSA or equivalent) expected but not mandatory if the candidate can demonstrate relevant practical experience; experience with private debt, private equity, or real estate structures is an advantage but not essential; evidence in day-to-day management and supervision of a team; excellent interpersonal and relationship skills; quick to learn new systems. Training will be provided.