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Relationship Manager

  • Location:


  • Sector:


  • Job type:


  • Salary:

    Healthcare, Dental, Pension contribution

  • Contact:

    Grace Glynn

  • Contact email:

  • Job ref:


  • Published:

    22 days ago

  • Expiry date:


I am working with a leading Global Funds Service Provider who are searching for a Relationship Manager to join their Capital Markets team.

This role offers a strong salary alongside an excellent benefits package which includes Health & Dental care, Pension, Bonus and hybrid working


  • Ensuring all transactions performed in the allocated portfolio are well understood
  • Management of all company secretarial obligations for allocated entities.
  • Attending quarterly board meetings and preparing board packs and minutes when needed
  • Communicating and coordinating with clients as well as all internal and external parties
  • Creating a client service-oriented culture by way of timely responses to clients and complaint follow up
  • Maintaining and grows relationships with existing clients and intermediaries.
  • Attending meetings with clients and intermediaries and occasional business trips for visiting existing clients, intermediaries and new potential clients.
  • Ensuring that all client entities comply with regulations that are relevant to them including 4AMLD and Market Abuse Regulations.
  • Review of client invoices and ensuring timely settlement of these.

The candidate

  • 3+ years experience within either a company secretarial, compliance, legal, accounting or transactions management role.
  • Prior experience within a corporate services provider is ideal
  • ICSA qualified or part qualified advantageous.
  • Attention to detail and very well organised