Client Relationship Manager


Cayman Islands

Client Relationship Manager – Unit Trusts

This position will be responsible for the leadership and management of a team of Relationship Officers and such other responsibilities as Management shall from time to time determine.

The Role

  • Supervise a team of Relationship Officers, including:
    • 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 timeframes
    • preparing reports, carrying out audits and reviews in relation to team members' portfolios and overseeing the resolution of any issues identified thereby
    • providing support and guidance to team members on complex issues
    • setting goals and objectives for team members in conjunction with Management, conducting performance reviews and liaising with Management in relation to performance issues
    • coordinating scheduled leave, managing unscheduled absences and monitoring timekeeping for team members
  • Oversee correspondence and administrative matters from intermediaries, clients and external service providers relating to the assigned portfolio of companies and partnerships
  • Prepare and interpret trust and company resolutions and agreements and to update records accordingly
  • Oversee updates and provide statutory registers and other documents as required
  • Oversee preparation and filings of documents with government agencies and regulatory bodies
  • Oversee satisfactory due diligence on clients and service providers in liaison with the Compliance department
  • Oversee maintenance of the NavOne/ViewPoint client database and to assist with the on-going task of maintaining the database's integrity
  • Oversee reviews on the assigned portfolio of companies and trusts and to ensure resolution of issues and pursuit of opportunities identified thereby
  • Act as relationship manager to assigned clients, including:
    • attending client meetings
    • coordinating and documenting client calls
    • following up on CDD/AR matters
    • overseeing the resolution of other client issues
    • driving cross-sell and up-sell
    • liaising with counterparts globally and with other CRMs
    • meeting cross-sell and up-sell under controlled budgets
    • being accessible outside of normal working hours to assist with client matters
  • Assist with ad hoc projects as requested by the BUM, BUD or Management

Do you have what our clients want?

  • University degree or internationally recognized professional qualification such as ICSA or STEP Diploma, ACCA with a minimum of 4 years relevant experience within trust or funds administration
  • Proven experience in successfully administering Cayman Islands trusts and companies
  • Demonstrable knowledge of various types of trust and corporate structures and understanding the difference between such
  • Understanding of corporate governance, relevant local regulations and best practices
  • Experience in successfully working as part of a team
  • Proficient in MS Office Suite
  • CORIS and EDMS experience highly desirable

 Call to action

We have the local knowledge and on-the ground presence that our clients need to succeed.

Intertrust professionals have the drive and ability to get things done while applying high standards in their work. Join our team and interact with colleagues and clients from all over the world and become part of a diverse and international group.

If this position interests you, please apply directly via the ‘apply’ button, providing us with your CV and cover letter.

Apply for this role

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