Client Relationship Manager - Private Equity

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Our Client has an opening for a Client Relationship Manager within their Private Equity funds team

In this role you will administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director – Administration.


  • Act as the first point of contact for a limited number of fund structures within a team.
  • Coordinate 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.
  • Supervise and assist in the training and development of staff and participate in the appraisal process for members of staff.


  • Hold a relevant professional qualification (ICSA Diploma level or equivalent).
  • Proven relevant experience, together with strong technical financial services knowledge.
  • Some previous people management experience.
  • Evidence of managing a small client relationship or part of a major client relationship;

For more information on this role please contact Benon 707811 or email your CV to


Job Posted: 
Tue, 20 Feb 2024
Closing Date: 
Tue, 20 Feb 2024

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