Client Relationship Manager 2 - Private Equity

Our client is seeking a Client Relationship Manager 2, 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 relevant 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

Job Posted: 
Mon, 17 Jun 2024
Closing Date: 
Sun, 15 Sep 2024

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