Temporary Client Relationship Manager


Cayman Islands

To supervise a team of ACROs,CROs and SCROs, 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
  • managing the reassignment of portfolios
  • 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
  • supervising and/or mentoring team members and Interns
  • setting goals and objectives for team members in conjunction with Management, conducting performance reviews and liaising with Management in relation to performance issues Business Unit Director (BUD) Business Unit Manager (BUM) Client Relationship Manager (CRM) 2
  • coordinating scheduled leave, managing unscheduled absences and monitoring timekeeping for team members

 To share best practices with team members and other CRMs and to contribute to the review of policies and procedures

 To assist with the design and delivery of formal training programmes for ACROs/CROs and SCROs

 To oversee correspondence and administrative matters from intermediaries, clients and external service providers relating to the assigned portfolio of companies and partnerships

 To interpret board and shareholder resolutions and agreements and to update company and partnership records accordingly

 To oversee updates and provide statutory registers and other documents as required

 To oversee preparation and filings of documents with government agencies and regulatory bodies

 To oversee satisfactory due diligence on directors, shareholders and partners in liaison with the Compliance department

 To oversee maintenance of the ViewPoint client database and to assist with the on-going task of maintaining the database's integrity

 To oversee reviews on the assigned portfolio of companies and partnerships and to ensure resolution of issues and pursuit of opportunities identified thereby

 To act as relationship manager to assigned clients, including:

  • attending client meetings
  • coordinating and documenting client calls o following up on CDD/AR matters
  • overseing the resolution of other client issues o driving cross-sell and up-sell
  • liaising with counterparts globally and with other CRMs o meeting cross-sell and up-sell under controlled budgets
  • being accessible outside of normal working hours to assist with client matters

 To maintain the client relationship data in accordance with company policy

 To provide cover for other CRMs and to lend support to other teams as requested by the BUM, BUD, and Management

 To assist with ad hoc projects as requested by the BUM, BUD or Management

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