Senior Client Relationship Manager

4 weeks ago

St Peter Port, United Kingdom Aztec Group Full time
Job Title: Senior Client Relationship Manager

We are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our team, you will be responsible for managing a portfolio of fund structures and providing exceptional client service.

Key Responsibilities:
  • Manage the administration of clients' affairs within a team, incorporating compliance requirements and regulatory guidelines.
  • Coordinate legal, tax, and other professional advice.
  • Act as a higher authority on day-to-day queries and as an A-level 4-eyes signatory on administration matters.
  • Ensure that Operational Procedures Manuals and ISAE checklist templates are reviewed and developed on a timely basis.
  • Attend client board meetings and ensure minutes are distributed in a timely manner.
  • Prepare, review, distribute, and file periodic financial statements on a timely basis and in accordance with regulatory guidelines.
  • Coordinate billing of team's clients, including analysis of time spent and monitoring of debtors.
  • Ensure the administration requirements for a whole team are met, overseeing planning, scheduling, and monitoring of workloads.
  • Act as a mentor to managers and supervise and assist in the training and development of all direct reports.
  • Arrange and manage the appraisal process for reporting lines.
  • Act as an A-level Authorized Signatory.
Requirements:
  • The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent).
  • The candidate is required to have extensive experience within fund administration.
  • Strong technical financial services knowledge (to be supported through the Aztec Academy).
  • Strong people management experience.
  • Evidence of managing a major client relationship.

We will provide the training, both in-house for relevant technical knowledge and also for professional qualifications to enhance your ability to provide sound managerial services. 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

    Job Title: Senior Client Relationship ManagerAbout the Role:The Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a...

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job Title: Senior Client Relationship ManagerAbout the Role:The Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a...

  • Senior Client Relationship Manager

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job Summary:The Senior Client Relationship Manager will be responsible for administering 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 other...

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a team.Coordinate legal, tax,...

  • Senior Client Relationship Manager

    4 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a team.Coordinate legal, tax,...

  • Senior Client Relationship Manager

    2 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

    2 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

    2 months ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of Fund structures in conjunction with the Senior Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a teamCoordinate legal, tax, and other...

  • Senior Client Relationship Manager

    2 months ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of Fund structures in conjunction with the Senior Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a teamCoordinate legal, tax, and other...

  • Senior Client Relationship Manager

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a team.Coordinate legal, tax,...

  • Senior Client Relationship Manager

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job SummaryThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a team.Coordinate legal, tax,...

  • Senior Client Relationship Manager

    2 months ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of Fund structures in conjunction with the Senior Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a teamCoordinate legal, tax, and other...

  • Senior Client Relationship Manager

    2 months ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleThe Senior Client Relationship Manager will be responsible for administering a limited portfolio of Fund structures in conjunction with the Senior Manager/Associate Director – Administration.Key Responsibilities:Act as the primary point of contact for a limited number of fund structures within a teamCoordinate legal, tax, and other...

  • Senior Client Relationship Manager

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

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

  • Senior Client Relationship Manager

    2 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

    2 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Job SummaryWe 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...

  • Senior Client Relationship Manager

    2 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

    1 month ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit business, you will be responsible for managing a portfolio of fund structures and delivering exceptional client service.Key ResponsibilitiesManage the service delivery for the private equity business, working...

  • Senior Client Relationship Manager

    1 month ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit business, you will be responsible for managing a portfolio of fund structures and delivering exceptional client service.Key ResponsibilitiesManage the service delivery for the private equity business, working...

  • Senior Client Relationship Manager

    2 months ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleWe are seeking an experienced Senior Client Relationship Manager to join our team at Aztec Group. As a key member of our Private Credit business, you will be responsible for managing a portfolio of fund structures and delivering exceptional client service.Key ResponsibilitiesManage the service delivery for the private equity business, working...