Relationship Manager
6 months ago
Relationship Manager
**A powerful combination**
It's never been a more exciting time to join our organisation. Tricor and Vistra have now merged to form one organisation, which means we're now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We're seizing the opportunity to create a purpose-led organisation that will unlock significant value for our business, our clients, and our people.
We have an exciting opportunity for an experienced professional as **Relationship Manager **and you will report to Business Unit Manager.
**Key responsibilities**:
- Assist the Manager with the daily administration of a complex portfolio of international private and corporate clients, taking ownership of the client relationships
- Actively contribute to growth of the client portfolio
- Actively contribute to the team's revenue targets
- Knowledge about UAE free zones, offshore companies and corporate secretarial services including but not limited to drafting resolutions, conducting board meetings, annual general meetings and draft minutes.
- Familiar with bank account opening procedures
- Liaise with clients to assist with incorporation of free zone companies, provide on-going services such as attestations, renewals, statutory and regulatory filings, corporate secretarial services and other day
- to
- day operations.
- Service clients through means of in-depth knowledge of a client file and the jurisdiction requirements promptly, efficiently and cost-effectively
- Attend meetings and/or calls with clients to appropriately explain Vistra's services and jurisdictional offering as and when requested
- Take ownership of responsibilities given and independently handle tasks
- Assist with the good and efficient management of the team's working capital ensuring invoices for own client portfolio are raised promptly, following up on any outstanding invoices regularly, managing the debtor list proactively
- Knowledge and understanding of compliance requirements, onboarding/KYC and provide appropriate guidance to clients
- Timely follow-up on client requests within a 48hr response window
- Provide appropriate and timely reporting on compliance and regulatory issues to the business
- Reporting to the management on various operational matters, and escalate any client issues
- Regularly populate time sheets and complete required file reviews pertaining to client entities on a timely basis
**Abilities and behavioural competencies**:
- Ability to plan and execute multiple mandates in a timely manner
- Keep up-to-date on industry-relevant legislative changes and take relevant actions
- Maintain up-to
- date client correspondence files, official documents and database
- Ability to communicate to clients independently with an appropriate level of diplomacy and solution driven mindset
- Ability to identify opportunities for operational improvement and take the initiative to drive change.
- Positive attitude and approach
- Excellent interpersonal skills with the ability to communicate with people at all levels
- Highly organised, with the ability to understand the needs of the client and match those needs to the provision of an exceptional service
- Natural aptitude for high level analysis and critical approach to all client matters as well as a proactive, problem solving mind set
- Ability to multitask
- Experience of working independently, with the ability to maintain self-motivation and be consistently pro-active
- Concern for accuracy, quality and attention to detail
**Key requirements**:
- Minimum of two years experience in administering companies in the corporate services industry and relevant company secretarial experience
- Bachelor's degree in Commerce, Business administration or similar, Company Secretary
- Proficiency in Microsoft Office
- Excellent command of both written and spoken English
If you are excited about working with us, we encourage you to apply Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey
**Location**:
Job ID 9179
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