Client Relationship Manager - Real Assets at Aztec Financial Services (Jersey) Ltd

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services company in the United Kingdom is seeking a professional to administer various fund structures while collaborating closely with the Senior Client Relationship Manager. Responsibilities include coordinating legal and tax advice, developing operational manuals, and attending client meetings. Candidates must hold a relevant professional qualification and possess strong technical knowledge in financial services.

Qualifications

• Proven relevant experience in financial services.
• Required to possess a relevant professional qualification.

Responsibilities

• Co-ordinate legal, tax and other professional advice.
• Develop and maintain Operational Procedures Manuals.
• Attend and minute client board meetings.
• Prepare, review, and file periodic financial statements.
• Act as a 'B' level 4-eyes signatory on administration matters.
• Assist with billing information for clients.
• Supervise and assist in the training of staff.

Skills

Strong technical financial services knowledge

Education

Relevant professional qualification

Job description

This position administers a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager.

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
• 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 administration matters
• Assist with billing information for clients
• Supervise and assist in the training and development of staff

Qualifications

• Holds a relevant professional qualification
• Required to have proven relevant experience
• Strong technical financial services knowledge