Assistant Director, Funds Coverage
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What you'll do
- Support the origination of new business, managing client relationships and delivering tailored banking solutions for private funds clients
- Support the full client lifecycle, including origination, on-boarding, relationship development and ongoing client management
- Develop high-quality client strategies, pitch materials and internal reporting, which support commercial decision-making
- Liaise with clients and internal stakeholders to support transaction origination, execution, and customer servicing
- Maintain accurate records of client activity, pipeline progress, and deal documentation
- Coordinate and drive the smooth execution of customer requests and transactions
- Demonstrate strong awareness of regulatory and risk requirements, ensuring all activities are being conducted in line with policy and control frameworks
- Demonstrate an understanding of the private funds market, identifying key themes and how this may impact clients and their requirements
- Contribute to continuous improvement by identifying process efficiencies, supporting automation initiatives, and ensuring procedures are regularly reviewed and updated
- Contribute to the delivery of strategic initiatives by supporting the implementation of customer, cultural, and commercial objectives
- Actively participate in team development and knowledge sharing
What they're looking for
- Experience of managing or supporting institutional client relationships
- Broad understanding of origination, transaction execution and ongoing client servicing
- Commercial awareness
- Practical understanding of risk management
- Interest in the economic, financial and industry developments affecting our clients
- Strong relationship management skills and a commitment to delivering excellent client outcomes
- Ability to solve problems and apply an analytical mindset
- Strong communication and stakeholder-management skills, with the confidence to work across teams
Nice to have
- Experience of private funds or alternative investments
- Achievement of, or active progress toward, relevant professional qualifications
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as an Assistant Director, Funds Coverage
- Play a key role in supporting the origination of new business, managing client relationships and delivering tailored banking solutions for private funds clients
- Support the full client lifecycle, including origination, on-boarding, relationship development and ongoing client management
- Develop high-quality client strategies, pitch materials and internal reporting, which support commercial decision-making.
- This is an opportunity to join a collaborative team, add real value and deliver lasting results to support our growth ambitions
- If you want to work with us in Jersey and you don't already live here, you'll need to clearly state in your CV that you have the right to live and work in your chosen location to be considered for this role
What you'll do
As an Assistant Director for Funds Coverage, you’ll liaise with clients and internal stakeholders to support transaction origination, execution, and customer servicing, while maintaining accurate records of client activity, pipeline progress, and deal documentation. Moreover, you’ll help coordinate and drive the smooth execution of customer requests and transactions, working closely across various stakeholders, ensuring consistency, and timeliness in all deliverables, in line with our risk and control frameworks.
In addition, you’ll be:
- Maintaining accurate records of customer interactions, pipeline activity, and deal progress using internal systems
- Demonstrating strong awareness of regulatory and risk requirements, ensuring all activities are being conducted in line with policy and control frameworks
- Demonstrating an understanding of the private funds market, identifying key themes and how this may impact clients and their requirements both today and in the future
- Contributing to continuous improvement by identifying process efficiencies, supporting automation initiatives, and ensuring procedures are regularly reviewed and updated
- Contributing to the delivery of strategic initiatives by supporting the implementation of customer, cultural, and commercial objectives
- Actively participating in team development and knowledge sharing
The skills you'll need
You’ll bring experience of managing or supporting institutional client relationships, together with a broad understanding of origination, transaction execution and ongoing client servicing. Experience of private funds or alternative investments would be advantageous, although we also welcome candidates with relevant experience from wider financial services or professional-services backgrounds.
You’ll combine commercial awareness with a practical understanding of risk management and an interest in the economic, financial and industry developments affecting our clients.
It would be advantageous if you have the achievement of, or active progress toward, relevant professional qualifications.
In addition, you’ll need:
- Strong relationship management skills and a commitment to delivering excellent client outcomes
- Commercial awareness, with the ability to identify opportunities and support income growth
- The ability to solve problems and apply an analytical mindset
- Strong communication and stakeholder-management skills, with the confidence to work across teams
Hours
35Job Posting Closing Date:
05/10/2026Ways of Working:HybridCompany
Company facts come from this company's own listings. We only show what the postings themselves carry.