Client Relationship Manager

Discipline: Compliance, Corporate Services, Corporate Governance
Contact name: Francesca Buhagiar

Contact email: [email protected]
Job ref: 15106
Published: 11 months ago
Our well-established client is seeking to recruit a Client Relationship Manager. The role would report to the Managing Director. As a Client Relationship Manager you will be responsible for a portfolio of clients. 

Duties include: 
  • Acting as primary contact with clients who have structures administered and managed by the client 
  • Building and maintaining a relationship with clients, settlors, beneficiaries and their advisors;
  • Dealing with administrative tasks relating to trusts, corporate structures and residency applications;
  • Managing trusts administered by the Malta office 
  • Completing reports and filing with the relevant authorities in a timely and orderly manner;
  • Liaising with external parties for applications/registrations as required.
  • Liaising with other departments within the office including business development managers and legal counsel to ensure a professional service is provided to clients;
  • Monitoring activities of structures to ensure compliant with procedures and policies
  • Liaising with legal department in relation to contracts and agreements
  • Recording chargeable and non-chargeable time against client matters
  • Working on own initiative as part of a CRM team
  • General office administration tasks on an ad-hoc basis.
Requirements: 
  • Good communication skills
  • Fluent in English
  • Minimum 2 years’ experience in a corporate services role
  • Holding trust administration experience is considered an asset 
An attractive salary will be offered to the right candidate.