Client Relationship Manager (Funds)

Location: St Peter Port, Guernsey; flexible hybrid working, with the ability to work abroad for up to 3 weeks per year.

Company

hirify.global provides fund administration and related financial services for investment structures and their clients.

What you will do

• Administer a portfolio of fund structures in partnership with the Senior Client Relationship Manager.
• Serve as the first point of contact for assigned fund structures and coordinate legal, tax, and other professional advice.
• Review fund administration activities, including calls, distributions, investment transactions, and quarterly investor reporting.
• Attend and lead client board and shareholder meetings, review minutes, and build relationships with clients and stakeholders.
• Review, distribute, and file periodic financial statements in line with regulatory guidelines, and act as a Level 4-eyes signatory.
• Support billing and aged debtor management, maintain operational procedures and ISAE checklists, and supervise staff development and appraisals.

Requirements

• At least 4 years of financial services experience, ideally in the funds industry.
• Relevant professional qualification, preferably IFA Level 5 or equivalent.
• Sound technical knowledge of financial services and the ability to learn new systems quickly.
• Proven people management experience and experience managing a small client relationship or part of a major client relationship.
• Strong interpersonal skills for building effective relationships with colleagues, clients, and business contacts.

Culture & Benefits

• Inclusive workplace focused on professional growth, training, and development.
• In-house technical training and support for professional qualifications through the hirify.global Academy.
• Discretionary bonus scheme and generous holiday allowance.
• Pension scheme, private medical insurance, life assurance, and worldwide travel insurance.
• Health and wellbeing programmes and on-site parking.