Senior Client Relationship Manager - Private Equity

Our client, a leading Financial Services company, is seeking a Senior Client Relationship Manager to join its Private Equity team.

In this role, you will administer a limited portfolio of fund structures and manage client relationships effectively. You will also manage and work alongside a team of fund administrators and accountants.

Responsibilities:

  • Manage client administration, ensuring compliance with internal and regulatory requirements across the team.
  • Co-ordinate legal, tax, and professional advice.
  • Oversee operational procedures and periodic financial statements.
  • Mentor managers and assist with training and development.
  • Attend client board meetings, ensuring they are minuted accurately.
  • Coordinate billing of the teams' clients.

Requirements:

  • Relevant professional qualification (ICSA Diploma level or equivalent).
  • Extensive fund administration experience.
  • Strong people management skills and proven experience in managing a major client relationship.

For more information on this role please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com

 

Location: 
Jersey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Tue, 17 Dec 2024
Closing Date: 
Mon, 17 Mar 2025
Reference: 
12347

Your contact for this job

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.