Funds Client Relationship Manager - Hybrid & Global Travel

Aztec Group; St Peter Port; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Flexible/hybrid working

Work abroad 3 weeks/yr

Generous holiday allowance

Pension scheme

Private medical insurance

Life assurance

Worldwide travel insurance

Health and wellbeing programmes

On-site parking

Job summary

Aztec Group is seeking a Client Relationship Manager to administer a portfolio of fund structures and report to the Senior Client Relationship Manager. You will coordinate with legal, tax and advisers to ensure timely, compliant administration and investor reporting.

This role emphasizes building strong client relationships, signatory oversight, and developing staff while offering hybrid working and professional development opportunities.

Qualifications

• 4+ years of financial services experience, ideally within the Funds industry.
• A relevant professional qualification, preferably IFA Level 5, or equivalent.
• Strong technical financial services knowledge.
• Proven people management experience.
• Experience managing client relationships.
• Strong interpersonal skills for stakeholder engagement.

Responsibilities

• Act as first point of contact for multiple fund structures within a team.
• Coordinate legal, tax and other professional advice.
• Review day-to-day administration matters including calls, distributions, and reporting.
• Attend and run client board and shareholders meetings; review minutes.
• Build relationships with key client contacts and stakeholders.
• Ensure timely data review, distribution, and filing of statements.
• Sign-off on administration matters as a B level 4-eyes signatory.
• Assist with billing information and analysis of time spent.
• Develop and maintain Operating Procedures Manuals and ISAE templates.
• Supervise and assist in training and development of staff.
• Participate in the appraisal process for staff.

Skills

Financial services experience

People management

Client relationship management

Interpersonal skills

Regulatory knowledge

Education

IFA Level 5 or equivalent

Job description

Aztec Group is seeking a Client Relationship Manager to administer a portfolio of fund structures and report to the Senior Client Relationship Manager. You will coordinate with legal, tax and advisers to ensure timely, compliant administration and investor reporting.

This role emphasizes building strong client relationships, signatory oversight, and developing staff while offering hybrid working and professional development opportunities.