Company Manager/Relationship Manager

The Relationship Manager is responsible for administering and managing a portfolio of corporate, structures on behalf of international clients. The role involves maintaining strong client relationships, ensuring compliance with regulatory requirements, delivering high levels of client service, and supporting the growth and development of the business.

The Relationship Manager will act as a primary point of contact for clients and professional intermediaries whilst ensuring the effective administration of structures in accordance with company policies, procedures and regulatory obligations.

Key Responsibilities
Client Relationship Management
• Act as the primary relationship contact for a portfolio of private clients.
• Develop and maintain strong relationships with clients, advisors and intermediaries.
• Respond promptly to client enquiries and provide a professional and efficient service.
• Attend client meetings and assist with the implementation of client requests and transactions.
• Identify opportunities to expand services and contribute to business development initiatives.

Company Administration
• Manage the day-to-day administration of company structures.
• Coordinate the incorporation, transfer, restructuring and liquidation of companies where required.
• Prepare and review documentation relating to corporate entities.
• Ensure statutory records are maintained accurately and in accordance with legal and regulatory
requirements.
• Arrange board meetings and prepare related documentation.
• Coordinate banking matters, including account openings and maintenance.
Compliance and Risk Management
• Ensure client records and due diligence documentation remain current and comply with internal
policies and applicable regulations.
• Assist with periodic client reviews and risk assessments.
• Identify, escalate and assist in managing compliance and risk issues.
• Work closely with Compliance and Risk departments to ensure adherence to AML, CFT and
regulatory requirements.
• Maintain awareness of legislative and regulatory developments affecting fiduciary services.
Financial and Operational Responsibilities
• Monitor client profitability and ensure timely billing of services.
• Review and approve invoices and payments within delegated authority limits.
• Assist with fee collection and debtor management where necessary.
• Ensure matters are progressed efficiently and within agreed timelines.

Team Contribution
• Support and mentor junior members of the team.
• Share technical knowledge and best practices.
• Assist with training and development initiatives.
• Contribute to departmental projects and process improvements.

Knowledge, Skills and Experience
Essential
• Minimum of 5 years' experience within the fiduciary, trust and corporate services sector.
• Strong knowledge of corporate administration.
• Experience managing a portfolio of international clients.
• Excellent written and verbal communication skills.
• Strong organisational skills with the ability to manage multiple priorities and deadlines.
• Knowledge of anti-money laundering and regulatory requirements applicable to fiduciary services.
• Proficiency in Microsoft Office applications.
• Experience using Viewpoint or a similar fiduciary administration system.

Desirable
• STEP qualification or actively studying towards a STEP qualification.
• Previous supervisory or people-management experience.
• Knowledge of international corporate structures and private wealth arrangements.
• Experience working with high-net-worth individuals, family offices and professional intermediaries.

If you have th required skills & experience, please get in touch ASAP.

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