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Client Relationship Officer (Corporate)

Client Relationship Officer (Corporate) is being sought by a leading fund administrator and corporate service provider. The role reports to the Relationship Manager  

Responsibilities:

  • Liaising with clients, client representatives, client employees including crew, as well as suppliers and other external support persons including yacht managers, aircraft operators, professional advisors.  

  • Assisting the Client Relationship Manager with client duties, including promoting and following up on client meetings, team meetings, preparation of various documents 

  • Assisting the Client Relationship Manager with client instructions relating to contracts, agreements, resolutions 

  • Conduct yearly health checks on the companies we administer  

  • Obtaining the necessary KYC as per our internal procedures and external parties requests  

  • Ensure that our main system is kept up to date with recent information on the companies 

  • Filing of registry forms including the annual mandatory submissions such as the Annual Returns and the Beneficial Ownership forms.  

  • Drafting and ordering companies' certificates  

  • Applying for the DDT10s and the necessary renewals  

  • Prepare standard templates of minutes and resolutions  

  • Assisting the Client Relationship Manager with client entities and their business, be it leasing, chartering or merely holding 

Requirements:

  • At least 3 years relevant experience in similar role with a corporate service environment 

  • Collaborative team-player with experience of working in a dynamic organisation  

  • Hands-on and with attention to detail having a positive attitude towards solving problems  

  • Good communication skills  

  • Ability to think outside the box and to be pro-active  

  • Culturally sensitive and experienced in dealing with multiple nationalities, business cultures  

  • Ability to deal with change and to take initiative 

  • Preference will be given to candidates who possess a qualification in Business Management or Banking & Finance