09 Apr 2019

Client Relationship Manager

Ref 30366

Our client is looking to recruit a Client Relationship Manager to join their growing team, to have joint responsibility for managing their thriving portfolio of clients.

Key duties include, but not limited to:

  • Processing and managing new business
  • Assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work
  • Providing administration of investment and property holding companies and liaising with related professionals
  • Acting as a “B” Signatory
  • Assisting with the provision of financial information and oversight enough to allow the accountants to draft financial statements, undertake FATCA/CRS reporting and similar work
  • Opening of client bank/investment accounts and related tasks
  • Payment preparation and transaction monitoring

The successful role holder will be expected to have undertaken ICSA, STEP or similar qualifications or have a desire to.  Financial assistance will be given to candidates wishing to further their studies in relevant areas, developing both personal and professional skills and study leave is provided.  

Foreign language skills would also be welcomed but is not essential.  

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