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Client Relationship Manager - Real Assets

Job Ref: LF 28309
Leapfrog Jobs

Our client is a trailblazer in the real assets sector, renowned for their unwavering commitment to excellence, innovation, and client success. They are on the lookout for a dynamic Client Relationship Manager to take the reins of a select portfolio of Fund structures.

Location

Guernsey, Channel Islands

Responsibilities

Duties for this role include, but are not limited to:
Acting as the first point of contact for a select number of fund structures.
Coordinating legal, tax, and professional advice to support client needs.
Developing and maintaining Operational Procedures Manuals and ISAE checklist templates.
Leading client board meetings, shareholder meetings, and ensuring accurate minute reviews.
Overseeing the preparation, review, distribution, and regulatory filing of financial statements.
Performing as a “B” level four-eyes signatory for administration matters, ensuring adherence to policies and regulations.
Managing billing information for clients, including time analysis and aged debtors.
Supervising and contributing to the training and development of junior team members.
Participating in staff appraisals to support professional growth and team success.

Skills / Qualifications

The ideal candidate will have post-qualification experience in a financial services environment and hold a relevant professional qualification (e.g., CGI Diploma or equivalent). A strong understanding of the local regulatory framework is essential, alongside experience in client relationship management, preferably in the Guernsey Funds industry. Additionally, they should demonstrate excellent people management skills, technical expertise, and a proven ability to deliver results in a client-focused role.

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.

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