Senior Relationship Manager - Geneva

Location

Switzerland


The position 

As a Senior Relationship Manager - Legal & Corporate Services you will manage under supervision of the Business Unit Director – Legal & Corporate Services based in Zug. 

The Senior Relationship Manager works under supervision of the Business Unit Director. The Senior Relationship Manager is end responsible for the general financial, legal, fiscal and compliance aspects of all client companies in own portfolio, in order to make sure, that they are in good legal, fiscal and financial standing (monitoring status on amongst others the accounts, tax returns, AGM’s, AML, KYC documentation and receivables) and in line with legislation and clients’ expectations.

Your responsibilities

•    Maintains and grows excellent relations with existing clients, intermediaries and relevant colleagues across the board, resulting in longstanding and profitable relationships with clients and intermediaries and no client outflow;
•    (Proactively) Communicates and coordinates with clients as well as all internal and external parties regarding broad range of issues within client portfolio.
•    Identifies (cross) sell opportunities and retention risks, alerts to the Business Unit Director, proposes and executes corrective & commercial action; 
•    Analyses competitors and relevant (service) developments and trends in markets and in fiscal, legal and financial areas, taking into account the commercial interests of Intertrust, so as to identify and initiate product/service improvement possibilities and signal and report commercial market opportunities;
•    Contacts clients and advisors to acquire new/additional business;
•    Attends internal and external networking events.

•    Manages general legal and financial/fiscal aspects of the companies under management;
•    Is responsible for the incorporation of companies and the good legal standing during the whole “lifecycle” of companies;
•    Is responsible for the in-time delivery and quality of the services agreements, ancillary documents, annual accounts & tax returns of own client portfolio;
•    Is responsible for the correct execution of financial transactions of client companies, such as capital increase, participations, distribution of dividends, granting or obtaining loan facility.
•    Ensures proper handling of corporate and financial transactions of (new) clients, including incorporation, liquidation migration, closing etc.
•    Ensures and maintains good standing of assigned Swiss client entities. This includes legal & corporate housekeeping tasks and coordination of client specific requests.
•    Propagates & monitors proper use of compliance regulations, planning & system registration;
•    Manages the periodic review of client files to ensure ongoing compliance.
•    Oversees impact of revenue own portfolio on office results, alerts issues and changes with consequences for team and/or office budget realisation;
•    Is responsible for the proper maintenance of (legal & financial) records of all actions taken, coordinate reporting of issues to Business Unit Director.
•    Is responsible for timely invoicing and collection of clients and/or client companies;
•    Manages the time writing on own client portfolio on a timely basis to ensure appropriate chargeability and proper invoicing.
•    Takes on the role of administrative board member / managing officer for Swiss client mandates.
•    Ensure and see to optimal use of the available systems (Laserfiche, Viewpoint, Microsoft Office, Workday, SAP, SharePoint, etc.), in order to ensure efficiency.
•    Coaches and supervises the colleagues working on own portfolio in a day-to-day operational way;
•    Is responsible for the planning and quality of the output undertaken within own portfolio;
•    Analyse internal procedures and implementation of new standards in the areas of responsibility;
•    Correct application and verification of the internal control system;
•    Awareness of developments taking place within client structures and to identify possible commercial opportunities;
•    Participate in incorporation-, restructuring-, and liquidation projects.


Your profile

•    3-5 years legal & corporate housekeeping or relevant professional experience;
•    (Swiss) Legal Master’s degree
•    Experienced with relationship management, professional client communication, networking;
•    Up to date relevant local legal and market knowledge: market conditions, main actors and changing legislation;
•    Knowledge of Intertrust procedures & policy, how they compare with competitors and their consequences for the clients;
•    Understanding of 'other' specialisms (tax, compliance or accounting) and ability to explain the range of activities within client account;
•    Understanding of impact of managed client portfolio on commercial & operational success.


About Intertrust Group, a CSC company

We are the premier global business, legal, and financial services company providing knowledge-based solutions to clients worldwide. We have locations and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia-Pacific, and the Middle East, with more than 7,500 employees. 


What we offer you

Working with us means entering a dynamic, international, and growth-oriented company. Diverse teams give us a competitive advantage and drive innovation. We’re committed to attracting, developing, and retaining talented people who create an environment where everyone is valued and respected. 

Apply now

Interested? We’d love to hear from you! Please apply directly via our career page with your CV and optional Cover Letter. For more information about this position, please contact louise.carter@intertrustgroup.com

Intertrust Group, a CSC company, provides equal employment opportunities to all employees and applicants without regard to race, colour, religion, sexual orientation, marital/parental status, national origin, age, disability, political opinion, social status, veteran status, and genetics. Intertrust Group complies with all applicable laws governing nondiscrimination in employment.

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