Client Relationship Manager ( Private Equity )


Job Description

We have a great new opportunity for a Client Relationship Manager ( Private Equity ) to join a regulated financial services group.


Key responsibilities:

  • Act as the first point of contact for various fund structures within a team incorporating the compliance requirements of the clients (internal CMP reports, Compliance reports to Boards, periodic client reviews) and regulatory requirements
  • Co-ordinate legal, tax and other professional advice
  • Co-ordinate all company secretarial matters, including convening Board meetings, production of Board packs, attendance and preparation of minutes for Board meetings for a varied portfolio of Private Equity clients
  • Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines
  • Assist with billing information for clients including analysis of time spent and the management of aged debtors
  • Supervise and assist in the training and development of staff, acting as a role model
  • Actively manage the performance development process for all direct reports



More information about this role is available upon request – contact the team today for further details.

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