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Client Relationship Manager, Real Assets - Jersey

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 60,000 - 80,000

Full time

12 days ago

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An established industry player is on the lookout for a Client Relationship Manager to join their Real Assets team in Jersey. This role involves managing a limited portfolio of fund structures, ensuring effective communication and operational procedures are in place. The successful candidate will be responsible for preparing financial statements, coordinating legal and tax advice, and supervising staff training. With a strong emphasis on client relationships, this position offers an exciting opportunity for those with over 5 years of experience in the offshore fund sector. Join a dynamic team where your expertise will contribute to the growth and success of the business!

5+ years of experience in the offshore fund/fiduciary sector.
Relevant professional qualification is essential.

Act as the first point of contact for fund structures.
Prepare, review, and distribute financial statements.
Supervise and train staff members.

Client Relationship Management

Communication Skills

Interpersonal Skills

Computer Proficiency

ICSA Diploma or similar

A rapidly growing fund administration business is looking for a Client Relationship Manager to work in their Real Assets team based in Jersey.

Reporting to the Senior CRM and Associate Director, the successful applicant will administer a limited portfolio of fund structures.

Key Responsibilities:

Act as the first point of contact for a limited number of fund structures within the team
Develop and maintain the operational procedures manuals and ISAE checklist templates for client relationships
Attend and minute both board and shareholder meetings
Co-ordinate legal, tax, and other professional advice
Prepare, review, and distribute financial statements
Act as a B' level four-eyes signatory on administration matters
Assist with billing matters including review of time spent and monitoring the debtors
Supervise and help in the training of staff
Participate in the appraisal process for members of staff

A relevant professional qualification (such as ICSA Diploma level or similar) is essential along with proven experience of over 5 years within the offshore fund/fiduciary sector. Candidates with strong computer proficiency, as well as effective communication and interpersonal skills will be looked upon favourably. You will also be expected to have had some degree of people management experience along with being able to evidence managing a small client relationship or being part of a major client relationship.

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