Relationship Manager

Location

Ireland


Relationship Manager
Location: Dublin
Department: Capital Markets, Intertrust
Vacancy type: Permanent

The position

The Relationship Manager reports to the Business Unit Manager – Capital Markets.

Day to day point of contact and relationship manager for portfolio of client entities and primarily responsible for:

  • Company secretarial matters;
  • corporate and administrative affairs; and
  • transaction management relating to client companies primarily engaged in structured finance, aviation leasing, the CLO market and securitisation activities.

Your responsibilities

Corporate Secretarial services

  • Ensures that all transactions performed in the allocated portfolio are fully understood.
  • Manages all company secretarial obligations for allocated entities.
  • Attendance at quarterly board meetings and preparation of board packs and minutes where required;
  • Ensures the proper handling of transactions of clients, including but not limited to incorporation, on-boarding, transaction management and liquidation, in line with processes and procedures.
  • Ensure good legal standing of client companies under management during the whole “lifecycle” of companies.
  • Drafts (standard) Intertrust services agreements and ancillary documents under guidance.

Relationship Management

  • Communicates and coordinates with clients as well as all internal and external parties concerned on the client companies in the allocated portfolio.
  • Promotes a client service-oriented culture by providing timely responses to client requests, personal attention, complaint follow up and monitors the professionalism in communication with clients, colleagues and intermediaries.
  • Analyses, evaluates and discusses specific client and prospect requests.
  • Manages the timely organisation and preparation of board meetings.

Business Development

  • Maintains and grows relationships with existing clients and intermediaries.
  • Attends meetings with clients and intermediaries. Where needed, participates in business trips for visiting existing clients, intermediaries and new potential clients.
  • Client reporting
  • Coordinate timely reporting of legal issues with clients.
  • Ensures the quality of client files is in high standing with regard to completeness and accuracy, and in accordance with the local filing and archiving processes and procedures.

Compliance

  • Adheres to the Intertrust client acceptance process and procedures and executes periodic review of client files to ensure ongoing compliance.
  • Actively monitors transaction of the companies under management in accordance with the transaction monitoring process and procedure.
  • Ensures all client entities comply with regulations that are relevant to them including, but not limited to, 4AMLD and Market Abuse Regulations.

Client invoicing

  • Submits time recording on a timely basis to ensure appropriate chargeability and a proper invoicing of chargeable work.
  • Responsible for preparation of client billing files in line with the corresponding services agreement; and
  • Review of client invoices and ensuring timely settlement of these.

People Management

  • Coaches junior team members where required.
  • Oversee the execution of transaction documents, by junior members of team, on behalf of clients.

Your profile

  • At least 3 years’ experience either from a company secretarial, compliance, legal, accounting or transaction management background and prior experience in working in a corporate services provider would be advantageous.
  • Business competencies and experience required:
  • ICSA Qualified or part qualified is an advantage
  • Fluency in written and spoken English
  • Meticulous attention to detail, flexible and very well organised
  • Teamwork skills - flexible, pragmatic, thorough, proactive, enthusiastic and service minded
  • Adaptable - comfortable with handling a range of tasks in a fast-moving, environment
  • Proactive - ability to work under own initiative without direction
  • Ability to work well alone as well as part of a team

About Intertrust Group

Intertrust Group is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. We have over 4,000 employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. Together as a team we deliver high-quality, tailored fund, corporate, capital market and private wealth services to our clients, with a view to building long-term relationships.

Our office in Ireland was established in 2009 and has rapidly grown since then to a team of over 100 professionals engaged in the delivery of a comprehensive range of services which are uniquely tailored to client requirements. In line with our rapid expansion and growth objectives, we are now looking to recruit highly motivated individuals to join the Transfer Agency team within the Fund Administration service line.

What we offer you

Working at Intertrust means entering a dynamic, international and growth-oriented company. We provide you with outstanding opportunities for your professional and personal development through our local and global Intertrust Academies. Our International Mobility program enables talented employees to gain working experience abroad. We offer a competitive salary and benefits package such as;

  • Enhanced annual leave
  • Great team environment
  • Health & Dental Insurance
  • Bonus Scheme
  • Pension Contribution
  • Flexible Working / Hybrid working
  • Bike to Work Scheme
  • Travel Tax Saver Scheme
  • EAP Scheme
  • Educational Assistance
  • Income Protection scheme
  • Life Assurance
  • Activity clubs

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