Client Relationship Manager

Key Responsibilities

• Portfolio Ownership: Manage a defined portfolio of clients, ensuring their needs are met proactively and comprehensively.

• Relationship Management: Develop and maintain trusted, professional relationships with clients, acting as the go-to person for all queries, updates, and strategic discussions.

• Service Delivery: Oversee all aspects of the client administration process, from routine corporate secretarial work to more complex transactions, ensuring accuracy, timeliness, and compliance.

• Case Management: Coordinate and monitor all administrative tasks for your clients, ensuring smooth execution and resolving issues before they escalate.

• Compliance: Ensure adherence to AML/CFT and all jurisdictional regulatory requirements, performing due diligence and maintaining up-to-date records.

• External Liaison: Communicate and collaborate with bankers, investment advisors, registered agents, and other key external stakeholders.

• Team Collaboration: Work closely with administrative support teams, reviewing work where necessary, and stepping in to assist during peak volumes.

• Client Meetings & Reporting: Prepare for and participate in client meetings, ensuring accurate documentation, follow-ups, and implementation of agreed actions.

• Process & Quality Improvement: Identify opportunities to improve service delivery, checklists, and workflows to mitigate risk and enhance client experience.

• Training & Mentorship: Provide guidance and on-the-job training to junior team members, promoting a culture of learning and excellence.

• Transactional Support: Oversee payments, distributions, bank account openings, investment account setup, new business onboarding, and entity closures.