Client Relationship Manager (CA, CFA)

This role is diverse with exposure to a wide-range of duties including but not limited to months-end activity, preparation of financial statements and reports, maintenance of policies and procedures, analysis, and various treasury-related activity. Project-related work will also be within the scope of this role, and the ability to work with senior stakeholders will be essential. Excellent career progression opportunities.

Requirements:

We’re looking for a Chartered Accountant (CPA, CA, ACCA) with an excellent knowledge of alternative investment products and the offshore financial services industry. Possession the Chartered Financial Analyst (CFA) designation and experience working with investments and/or family office setting would be beneficial.

You must be highly motivated, possess the ability to work in a fast-paced and dynamic environment, and have excellent communication skills with a demonstrable ability to work with minimal supervision and meet stringent deadlines.

Salary will be commensurate with experience and qualifications and will include a full range of premium benefits.