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Client Relationship Manager 1 - Private Equity

Purpose of the role:

You will administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director - Administration.

Responsibilities:

  • Act as first point of contact for a limited number of fund structures within a team 
  • 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 on a timely basis and in accordance with regulatory guidelines 
  • Act as “B” level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts 

Skills required:

  • You should hold a relevant professional qualification (ICSA Diploma level or equivalent) 
  • You will be required to have proven relevant experience  
  • Strong technical financial services knowledge
  • Some people management experience 
 

Relationship Management

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