Job Description

A key client is seeking an experienced Client Relationship Manager to join its successful Guernsey funds team.

They are open to appointing at one of two levels, making this an attractive opportunity for either a first-time Client Relationship Manager or a more established professional seeking broader responsibility.

Responsibilities include:

• Acting as a principal point of contact for a portfolio of fund structures, building strong relationships with clients, investors, advisers and other key stakeholders.
• Reviewing day-to-day fund administration, including calls and distributions, investment transactions, investor reporting and the coordination of legal, tax and professional advice.
• Organising and leading client board and shareholder meetings, reviewing minutes and ensuring that financial statements and other records are distributed and filed in accordance with regulatory requirements.
• Supervising, training and developing team members, reviewing their work and contributing to appraisals, operational procedures and service-quality controls.

You should have 4+ years’ financial services experience, ideally gained within fund administration, together with evidence of managing a smaller client relationship or a defined part of a major relationship. You should also be actively involved in day-to-day administration and company secretarial activity. 

Candidates should also have People management experience, be confident supervising colleagues, reviewing work, supporting development and maintaining high standards across the team. You will also be comfortable leading meetings, dealing directly with clients and coordinating input from legal, tax and other professional advisers.

If you have strong technical knowledge, sound judgement and excellent interpersonal skills and this sounds like your next role please apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg.