Client Relationship Manager

Reports to Senior Manager - Real Assets

The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Manager.

Key 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 run client board meetings and shareholders meetings and review minutes of those 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

Assist with billing information for clients including analysis of time spent, including the management of aged debtors

Supervise and assist in the training and development of staff

Participate in the appraisal process for members of staff

Skills, knowledge, expertise:

Post qualification experience in a financial services environment, supported by a relevant professional qualification (CGI Diploma level or equivalent)

A strong understanding of local regulatory framework is essential

Exposure to the Guernsey Funds industry is preferred. Transferable skills from another area of Financial Services will be considered

Sound technical financial services knowledge (to be supported through the Aztec Academy)

People management experience

Evidence of managing a small client relationship or part of a major client relationship

Who are we?

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a business that puts our people and clients at the centre of everything we do.

We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:

Competitive salary

Discretionary bonus scheme plus managers incentive programme

Flexible, hybrid working

Generous holiday allowance

Pension scheme

Private medical insurance, including eye care

Healthcare cash plan

Life assurance (death in service and critical illness benefit)

Worldwide travel insurance

Ability to work abroad for up to 3 weeks per annum

Regular social events

Health and wellbeing programmes

On-site parking

Significant investment into your personal and professional development

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.