Senior Client Relationship Manager

4 weeks ago

St Peter Port, United Kingdom Aztec Group Full time

Job Summary

We are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. The successful candidate will be responsible for managing a limited portfolio of fund structures and effectively leading client relationships.

Key Responsibilities:

  • Manage the service delivery for the private equity business in collaboration with the Private Credit Jersey leadership team.
  • Maintain and build client relationships to ensure the delivery of client service meets agreed service levels.
  • Develop and enhance relationships with client advisors, intermediaries, and other introducers of work.
  • Work closely with other team members across the wider group to strengthen cross-jurisdictional relationships with colleagues and mutual clients.
  • Act as a mentor to client relationship managers and supervise and assist in the training and development of staff.
  • Actively manage the appraisal process for all direct reports.
  • Act as a higher authority on day-to-day queries and as an 'A' level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to.
  • Assist with the establishment and maintenance of fund and corporate structures in accordance with the group's procedures.
  • Act as a director or alternate director of client companies and funds if required.
  • Act as an 'A' signatory on client payments.
  • Attend and participate at quarterly jurisdictional, management, and product meetings.
  • Contribute towards the business-as-a-whole, identifying improvements in policies and procedures that apply across the business.
  • Coordinate billing of team's clients, including analysis of time spent and monitoring of debtors.
  • Review WIP incurred and utilize across teams to ensure that extra billing opportunities are identified.
  • Liaise with the financial reporting team to ensure the timely and efficient administration of clients' periodic and statutory financial statements.
  • Attend and lead committee, board, and shareholder meetings.
  • Ensure that the Operational Procedures Manuals and checklist templates are reviewed and completed on a timely basis.
  • Participate in new client proposals/pitches as necessary and manage the integration of new clients into the Group's procedures.
  • Participate in client fee negotiations.

Requirements:

  • Considerable practical fund administration experience supported by a relevant professional qualification (ICSA Diploma level, ACA, ACCA, or equivalent).
  • Sound technical financial services knowledge (to be supported through the Aztec Academy).
  • Experience in a similar role either in-house or at an outsourced service provider.
  • Excellent interpersonal skills to develop close working relationships with colleagues, clients, and business contacts.
  • Strong people management experience and experience in leading teams.
  • Team leadership skills, with the ability to inspire and develop others.
  • Solution-orientated and high level of integrity and dependability.
  • Effective communicator in both written and oral communication formats.
  • Experience and track record of day-to-day management and supervision of a team.
  • Evidence of full responsibility for a major client relationship(s).
  • An understanding of private equity asset class would be an advantage but not essential.

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.

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Senior Manager / Associate DirectorThe purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as first point of contact for a limited number of fund structures within a teamCoordinate legal, tax and...

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Senior Manager / Associate DirectorThe purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as first point of contact for a limited number of fund structures within a teamCoordinate legal, tax and...

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom HSBC Full time

    Unlock Your Potential with HSBCAre you looking for a career that will help you stand out in the world of finance? Look no further than HSBC, where we offer opportunities, support, and rewards that will take you further.As an HSBC employee in the Channel Islands and Isle of Man, you will have access to tailored professional development opportunities and a...

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job Summary:We are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit Jersey leadership team, you will be responsible for managing a limited portfolio of fund structures and delivering exceptional client service.Key Responsibilities:Manage the service delivery for the private...

  • Senior Client Relationship Manager

    3 months ago

    St Peter, United Kingdom Aztec Group Full time

    Reports to Director - Private Credit We are looking to recruit an experienced senior client relationship manager to administer a limited portfolio of fund structures whilst effectively managing client relationships. The successful candidate will be a senior hire, responsible for leading the delivery of client relationships through effectively managing...

  • Client Relationship Manager

    6 months ago

    St Peter, United Kingdom Aztec Group Full time

    Reports to Senior Manager / Associate Director The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration. Key responsibilities: Act as first point of contact for a limited number of fund structures within a team  Co-ordinate...

  • Senior Client Relationship Manager

    6 months ago

    St Peter, United Kingdom Aztec Group Full time

    Reports to Associate Director / Director We are looking to recruit an experienced Senior Client Relationship Manager to administer a limited portfolio of fund structures whilst effectively managing client relationships. You will be managing and working alongside a team of fund administrators and accountants, whilst reporting to an Associate Director....

  • Client Relationship Manager Funds- Jersey

    4 days ago

    St Peter, United Kingdom AP Group Ltd Full time

    An exciting career opportunity for an experienced client relationship manager  to work for a global funds company based in Jersey has become available. Are you looking for a dynamic role where you can take ownership of a portfolio of fund structures while working closely with senior leaders? The role is to be at the heart of delivering high-quality client...

  • Client Relationship Manager

    1 month ago

    Ellesmere Port, Cheshire, United Kingdom beBee Professionals Full time £35,000 - £55,000

    beBee Professionals is seeking a Client Relationship Manager to manage and maintain relationships with existing clients, ensuring customer satisfaction and identifying new opportunities to expand our business.Key Responsibilities:Develop and implement strategies to meet client needs and drive long-term business growth.Identify and pursue new sales...

  • Client Relationship Manager

    4 weeks ago

    Ellesmere Port, Cheshire, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Client Relationship Manager to develop and maintain strong relationships with our clients, driving business growth and ensuring customer satisfaction.Key Responsibilities:Manage and maintain relationships with existing clients, acting as their main point of contact.Develop strategies to meet client needs and drive long-term business...

  • Strategic Relationship Manager for Global Funds

    3 days ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    We are seeking a highly experienced and skilled Client Relationship Manager to join our team at AP Group Ltd in Jersey.The successful candidate will have a proven track record of delivering high-quality client service and operational excellence to valued international clients. They will work closely with senior leaders to take ownership of a portfolio of...

  • Client Relationship Manager

    2 months ago

    St Albans, Hertfordshire, United Kingdom beBee Professionals Full time £35,000 - £55,000

    Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in St Albans. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Develop and execute...

  • Premier Wealth Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom HSBC Full time

    As a Premier Wealth Relationship Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high-value clients, providing them with tailored financial advice and support to help them achieve their goals.With our global brand recognition and reputation for building strong relationships, you will be part of a team that serves over 40...

  • Trust Officer

    4 weeks ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    Job Summary: We are seeking a highly skilled Trust Officer to join our team at AP Group Ltd. As a Trust Officer, you will be responsible for providing a high-quality service to a broad range of clients, maximising client retention, and maintaining a high level of trust and company administration.Key Responsibilities:Develop working relationships with clients...

  • Client Relationship Manager

    2 months ago

    St Albans, Hertfordshire, United Kingdom beBee Professionals Full time £35,000 - £55,000

    Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in St Albans. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Develop and execute...

  • Senior Administrator, Client Services Expert

    4 weeks ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    Job Summary: We are seeking an experienced Senior Administrator, Client Services to join our Governance Services team in Jersey. The successful candidate will be responsible for the high-quality administration of a portfolio of corporate and fiduciary clients, including client acceptance and on-boarding, ongoing administration, and company secretarial and...

  • Client Relationship Manager

    2 months ago

    St Helens, St. Helens, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account Manager Job DescriptionWe are seeking a highly skilled and experienced Account Manager to join our team at beBee Professionals in St Helens. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Client...

  • Premier Wealth Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom HSBC Full time

    As a Premier Wealth Relationship Manager at HSBC, you will be responsible for providing regulated financial advice to a portfolio of high-value premier clients. You will conduct in-depth reviews to identify their personal and financial needs, delivering a consistent and tailored wealth management and financial planning service. You will advise on a full...

  • Premier Wealth Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom HSBC Full time

    Are you looking for a challenging role that will allow you to utilize your skills and experience in wealth management? As a Premier Wealth Relationship Manager at HSBC, you will have the opportunity to work with a diverse portfolio of high-value clients, providing them with tailored financial advice and solutions.Key Responsibilities:Provide regulated...

  • Senior Administrator, Client Services

    3 weeks ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    About the Role:We are seeking an experienced and enthusiastic Senior Administrator, Client Services to join our Governance Services team in Jersey.In this role, you will be responsible for the high-quality administration of a portfolio of corporate and fiduciary clients, involving all aspects of client acceptance and on-boarding, ongoing administration,...