Monday 02 October 2023
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Client Relationship Manager 1 - Private Equity

Banking & Investment Enquire


Hours:Full Time

Full Description

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 berequired to have proven relevant experience Strong technical financial services knowledge Some people management experience

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