Compliance Officer #16861
August 28, 2019
HR Advisor #16871
September 3, 2019

Client Relationship Manager

Job Type Full-Time
Job Number 16867
Job Location Grand Cayman
Date Posted August 30, 2019
Salary Competitive

Affinity recruitment has been engaged by a multinational financial services business to assist in their search for a Client Relationship Manager. The successful candidate will be responsible for the leadership and management of their expanding team.

Duties include:

-Independently manage a large and busy portfolio of trusts, companies and partnerships, inclusive of tasks related to statutory filings with regulatory bodies;
-Prepare and interpret board and shareholder resolutions and agreements and update company and trust records accordingly;
-Process and oversee the process of correspondence and administrative matters from intermediaries, beneficiaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of trusts and companies;
-Oversee updates and provide statutory registers and other documents as required;
-Oversee satisfactory due diligence on clients, service providers;
-Oversee maintenance of the ViewPoint client database and assist with the on-going task of maintaining the database’s integrity;
-Prepare document filings with government agencies and regulatory bodies;
-Perform and oversee reviews on the assigned portfolio of trusts and companies to ensure resolution of issues and pursuit of opportunities identified thereby;
-Consistently monitor and minimize receivables while ensuring timely preparation and settlement of all invoices;
-Supervise and/or mentor team members and Interns and share best practices to contribute to the review of policies and procedures;
-Monitoring daily workload and special projects and allocating responsibilities and resources to ensure that tasks are completed accurately, in accordance with company policy and within agreed time frame;
-Coordinating scheduled leave, managing unscheduled absences and monitoring timekeeping for team members;
-Act as relationship manager to assigned clients and on-board new business;
-Maintain the client relationship data in accordance with company policy;
-Provide cover for other CRMs and to lend support to other teams as requested by the AVP, BUD, and Management;
-Assist with ad hoc projects as requested by the AVP, BUD or Management.

Qualifications:

-University Degree in relevant field of study and/or equivalent internationally recognised professional qualification such as STEP or ICSA;
-Minimum of 8 years’ experience working within trust and fund administration;
-Demonstrable knowledge of various types of trust and fund structures and understanding the difference between such;
-Experience in understanding and reviewing transaction documents;
-Experience in leading a team of professionals, including providing regular feedback on performance and identifying areas of achievement in addition to areas for development;
-Proficiency in Microsoft Word, Excel and Outlook;
-CORIS and EDMS software experience highly desirable.

To apply for this job email your CV/Resume to kal@affinity.ky

« Back to Job Listings

See more available Jobs

See more of Affinity

Cayman Jobs

Cayman Jobs

Affinity Recruitment is a boutique recruitment agency, specializing in finding Cayman jobs for local and ...
Read More
Permanent Jobs

Cayman Islands Jobs, Employment and Careers

Finding the perfect permanent job in the Cayman Islands, that meets both your career and ...
Read More
living in cayman

Living in Cayman

Living in Cayman The standard of living in the Cayman Islands is extremely high. The ...
Read More
work permit

Cayman Work Permits

Relocating can be an exciting opportunity and a chance to experience a new lifestyle. If ...
Read More
Executive Recruitment

Executive Recruitment

Affinity is the firm you can rely upon to meet your permanent and executive recruitment ...
Read More