Senior Client Relationship Manager - Private Equity

Reports to Director of Private Equity Fund Services

Aztec Group provides a range of services in line with its core business. The purpose of this position is to  lead  on  the  delivery  and  proactive  development  of  the  Private  Equity  fund  services  customer proposition in a manner that is aligned to the Aztec Group brand values and strategic business goals.

The candidate will be a key member of the Jersey Private Equity leadership team who work together to achieve strategic and financial success, driving the company and managing the associated challenges  of a dynamic and fast-growing business.

A natural leader and expert in their field, the individual will play an important role in helping the business  to meet its real potential. The individual will be required to manage a key client relationship through effective leadership of a large team to deliver a superior standard of service in the marketplace.

Key Responsibilities:

+ Develop, direct, and monitor the implementation of strategic business plans and recommendations to  enhance  financial  performance  and  new  business  opportunities  for  the  team  and  the  wider business, ensuring such growth is managed and sustained
+ Work closely with the Business Development team to develop a network of meaningful contacts, including prospects and influencers in order to grow Aztec’s Private Equity fund services business.
+ Work closely with support teams to ensure systems and operations are developed to support the Private Equity fund services strategy, enabling tactical and strategic change initiatives and acting as an active sponsor or business lead, as necessary, and deploying resources on key initiatives to  ensure success
+ Maintain and build client relationships and act as a higher authority client contact on day to day queries and in the event of any issues within the client teams
+ Act  as  an  A  level  authorised  signatory  on  service  delivery,  ensuring  company  policy  and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
+ Take  full  ownership  of  the  economics  and  performance  of  the  team(s)  ensuring  that  resource allocation, succession planning and business performance are aligned to achieve commercially viable results
+ Participate in client fee quotes, negotiations and regular reviews of existing client relationships to  ensure client satisfaction, proactively identifying and securing new service opportunities and taking appropriate action for any substandard service provision
+ Delivering through the team managers in ensuring that the requirements for a team/number of teams ensuring reporting deadlines are met, with oversight on planning, scheduling, and monitoring of workloads 
+ Attend client board meetings and present periodic financial and service level information
+ Provide directorship services to client boards
+ Lead  and/or  participate  in  new  client  proposals  and  pitches  as  necessary,  and  manage  the integration of new clients into the Group’s procedures
+ Lead or assist in the on-going development of systems and procedures to ensure the efficient, effective and controlled delivery of client services
+ Ensure appropriate information and best practice is shared between designated client services teams
+ As part of the Group leadership team, contribute towards the business as a whole, for instance,  identifying improvements in policies and procedures that apply across the business either through normal course of business or as a member of committees constituted to continually drive forward and successfully commercialise the Aztec offering
+ Actively manage the performance management and development of all direct reports as well as providing oversight in an operational lead capacity to non-direct reports

Skills, knowledge, expertise:
+ Candidate will be ACCA, ACA or ICAEW qualified
+ Significant accounting experience
+ Computer  literacy  and  word  processing  skills  are  essential,  including  advanced  proficiency  in accounting tools, such as Microsoft Excel
+ Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
+ Strong demonstrable experience in the day to day supervision of team(s)
+ Evidence of full responsibility for major client relationship(s)
+ Entrepreneurial spirit and collaborative nature
+ Ability and drive to work independently
+ Solution-orientated critical thinking
+ Ability to make and implement crucial recommendations; strong problem solving and capability to make decisions based on accurate and timely analysis
+ High level of integrity and dependability
+ High level of written and oral communication skills
+ Effective budget management

We  will  provide  the  training,  both  in  house  for  relevant  technical  knowledge  and  also  professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart  of what we do.