CLIENT RELATIONSHIP MANAGER - REAL ASSETS

Residency
5 years residency NOT required
Employer
Aztec Financial Services (Jersey) Ltd
Closing date
29 September 2025
Reference
65929
Contract
Permanent
Hours
Full Time
Salary
Negotiable
This position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager.

Key responsibilities:

• Co-ordinate legal, tax & other professional advice
• Develop and maintain the Operational Procedures Manuals & ISAE checklist templates for client relationships
• Attend & minute client board meetings & shareholders meetings
• Preparation, review, distribution & filing of periodic financial statements on a timely basis & in accordance with regulatory guidelines
• Act as “B” level 4-eyes signatory on administration matters
• Assist with billing information for clients
• Supervise & assist in the training & development of staff

Skills, knowledge, expertise:

• Holds a relevant professional qualification
• Required to have proven relevant experience
• Strong technical financial services knowledge

Core skills required

• Ability to speak and understand English
• CV Required
• Keyboard Skills
• References

How to apply

• Online

Contact name
Rosie Tonner
Address
Aztec Group House
P O Box 730
11-15 Seaton Place
St Helier
Jersey
JE4 0Q

• Co-ordinate legal, tax & other professional advice
• Develop and maintain the Operational Procedures Manuals & ISAE checklist templates for client relationships
• Attend & minute client board meetings & shareholders meetings
• Preparation, review, distribution & filing of periodic financial statements on a timely basis & in accordance with regulatory guidelines
• Act as “B” level 4-eyes signatory on administration matters
• Assist with billing information for clients
• Supervise & assist in the training & development of staf