Senior Relationship Manager (1)

  • Funds
  • Jersey
  • Permanent
  • Full Time
  • 34334


Great role managing portfolio of fund structures and acting as principal client contact; overseeing admin and accounting teams, delegating and reviewing work to ensure reporting deadlines and client expectations met.  Postholder will deal with client queries, projects, writing proposal documents, business development, meeting intermediaries and managing team; assume client mandate responsibility; prepare bespoke reporting to clients, ensuring accuracy of figures; managing clients and projects that are technically difficult; support with training and appraisals; question and analyse why chargeable hours targets are not achieved; oversee invoices and work in progress; fix and negotiate budgets; follow up costs; listen to and to anticipate client needs and adapt proposals; review minutes and documents; act on legal updates; coordinate/review compiling information required for tax purposes; apply internal risk management procedures; improve and critique procedures.   

Candidate must be qualified in ICSA/ACCA/ICAEW or equivalent; 7 years+ experience working in a Funds environment; advanced accounting/administration skills; good knowledge and understanding of relevant general UK tax principles and tax legislation; awareness of US tax rules; excellent leadership, delegating, admin, analytical, communication and organisational skills; tact; proactive; attention to detail; accuracy; working knowledge of MS Word, Excel and Access; able to use all standard business software and mastered specific accounting software; flexible, with the ability to work to time pressures; ability to manage own workload and prioritise accordingly; discretion; aware of techniques, market, technology and jobs evolution; able to think ahead; able to work under pressure and to changing demands; team player; able to measure risk.

Five years continuous residence in Jersey required.                                                 


For more details contact Eleanor Lock

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Senior Relationship Manager

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