Our client is seeking a Client Relationship Manager, Private Equity to join their growing team. 

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

Skills, knowledge, expertise:

• The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent)
• The candidate is required to have proven financial services experience
• Strong technical financial services knowledge
• Some people management experience
• Evidence of managing a small client relationship or part of a major client relationship
• Act as a “B” level Authorised Signatory

For more information, please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com