Client Relationship Officer - Capital Markets


Cayman Islands

The Client Relationship Officer, Capital Markets has responsibility for the administration of a portfolio of companies and partnerships from formation to closure in accordance with company policy and such other responsibilities as Management shall from time to time determine.

The Role

  • Independently manage a busy portfolio of companies, partnerships  and trusts
  • Process correspondence and administrative matters from intermediaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of companies and partnerships
  • Interpret board and shareholder resolutions and to update and provide statutory registers and other documents, including Register of Directors and Officers and Register of Members
  • Prepare and file documents with government agencies and regulatory bodies in a timely manner so as not to incur penalties
  • Maintain ViewPoint and Laserfiche to assist with maintaining the database's integrity, updating such as and when necessary
  • Carry out reviews on the assigned portfolio of companies and partnerships and to escalate issues and opportunities identified thereby
  • Prioritise client requests (24 hours response time) and attend to general correspondence with the Registrar of Companies, CIMA, attorneys, and third party service providers
  • Contribute to the revenue growth of the team by accurately recording time and identifying opportunities for cross-sell and up-sell
  • Ensure that all statutory filings are attended to within the required deadline and in accordance with local legislation and regulatory requirements, including FATCA and CRS
  • Assit with the invoicing of clients and consistently monitor and minimize receivables while ensuring timely settlement of all invoices
  • Develop effective working relationships with clients and business partners
  • Assist with the collection of know your client (“KYC”) information, including obtaining satisfactory due diligence on directors, shareholders and partners in liaison with the Compliance department
  • Assist with ad hoc projects as requested by the Director or Senior Management
  • Share best practices with team members and contribute to the review of policies and procedures
  • Provide cover for ACRO’s, CRO’s and SCRO’s

Do you have what our clients want?

  • Bachelors degree preferred
  • Minimum two years relevant industry experience in legal, trust or company administration
  • Able to accurately review documents and files for necessary data, check records for accuracy,    update documents to completion and retrieve data to answer questions
  • Understanding of corporate governance, relevant local regulations and best practices
  • Demonstrated knowledge of the regulatory requirements and local laws relevant to the administration of corporate structures
  • FATCA/CRS exposure
  • Proven experience in successfully administering Cayman Islands companies and partnerships
  • Proficiency in Microsoft office Suite
  • CORIS/EDMS experience
  • Able to comfortably liaise with clients, regulatory bodies and third party service providers via telephone and/or email
  • Commercially driven, strong interpersonal skills, confident, flexible and committed
  • Excellent written and oral communication skills with strong attention to detail
  • A fundamental focus on client service experience and delivery
  • Ability to work under pressure and meet tight deadlines
  • Self-motivated, takes initiative, capable of working independently and as part of a team

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.

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