At a Glance
- Tasks: Be the go-to person for fund structures and manage client relationships.
- Company: Join Aztec Financial Services, a leading player in private equity.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Make an impact by ensuring top-notch service and compliance for clients.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn.
- Other info: Perfect for those looking to kickstart their career in finance!
The predicted salary is between 43200 - 72000 £ per year.
Job Responsibilities 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 document client board meetings and shareholders meetings. Ensure the preparation, review, distribution, and filing of periodic financial statements on time and in accordance with regulatory guidelines. Act as a “B” level 4-eyes signatory on administrative matters, ensuring adherence to company policy, professional standards, and regulatory guidelines, providing a professional quality service to clients and external contacts. Assist with billing information for clients, including analysis of time spent and management of aged debtors. Supervise and assist in the training and development of team members. #J-18808-Ljbffr
Client Relationship Manager - Private Equity at Aztec Financial Services (Jersey) Ltd employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager - Private Equity at Aztec Financial Services (Jersey) Ltd
✨Tip Number 1
Familiarise yourself with the private equity sector and the specific fund structures that Aztec Financial Services manages. Understanding the nuances of these structures will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the private equity and financial services industry. Attend relevant events or join online forums to connect with individuals who can provide insights about the company culture at Aztec and the expectations for a Client Relationship Manager.
✨Tip Number 3
Prepare to discuss your experience with client management and regulatory compliance in detail. Be ready to share specific examples of how you've successfully navigated similar responsibilities in previous roles, as this will showcase your capability to handle the demands of the position.
✨Tip Number 4
Research Aztec Financial Services' recent projects and achievements. Being knowledgeable about their current initiatives will allow you to ask informed questions during the interview, demonstrating your enthusiasm and commitment to contributing to their success.
We think you need these skills to ace Client Relationship Manager - Private Equity at Aztec Financial Services (Jersey) Ltd
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Client Relationship Manager in Private Equity. Highlight your experience in coordinating legal and tax advice, as well as your ability to manage client relationships effectively.
Tailor Your CV: Make sure your CV reflects relevant experience, particularly in managing fund structures and preparing financial statements. Use specific examples that demonstrate your skills in adhering to regulatory guidelines and providing quality service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and your enthusiasm for working at Aztec Financial Services. Mention your experience in supervising teams and your commitment to professional standards.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Client Relationship Management Basics
Make sure you understand the fundamentals of client relationship management, especially in the context of private equity. Be prepared to discuss how you would handle client interactions and maintain strong relationships.
✨Familiarise Yourself with Regulatory Guidelines
Since the role involves ensuring compliance with regulatory guidelines, it’s crucial to be well-versed in these regulations. Brush up on relevant laws and standards that apply to financial services and be ready to discuss them.
✨Demonstrate Your Organisational Skills
The job requires coordination of various professional advice and documentation. Prepare examples from your past experiences that showcase your organisational skills and ability to manage multiple tasks effectively.
✨Showcase Your Team Leadership Abilities
As the role involves supervising and training team members, be ready to share your experiences in leadership. Discuss how you’ve successfully developed others and contributed to a positive team environment.