Client Relationship Manager – Corporate Trust

Location: Cayman Islands

Vacancy type: Permanent

Salary Range: USD 82 – 95K

Your Opportunity

The Client Relationship Manager has responsibility for the management of a book of Unit Trust and other responsibilities as Management shall from time to time determine.

Your Responsibilities

• Oversee correspondence and administrative matters from intermediaries, clients, and external service providers relating to the assigned portfolio of companies and Trusts
• Onboarding new trust structures in line with policies and procedures
• Prepare and interpret resolutions and agreements and update records accordingly
• Prepare and file documents with government agencies and regulatory bodies
• Collect satisfactory due diligence on clients and service providers in liaison with the Compliance department
• Completion of the billing of clients, management of accounts receivable and budgeting process
• Review of legal and transactional documents pertaining to the trusts
• Maintenance of client data and files in the Laserfische system and ViewPoint client database
• Complete reviews on the assigned portfolio of companies and trusts and to ensure resolution of issues and pursuit of opportunities identified thereby
• Maintain the client relationship data in accordance with company policy
• Keep abreast of all relevant Acts and regulations such as FATCA, CRS, Trust, Company, corporate governance, AML, data protection etc.

Your Profile

• University Degree in the relevant field of study and/or equivalent internationally recognized professional qualification such as STEP, ICSA, ACCA, CPA and/or previous experience working in a unit trust or mutual fund environment with a minimum of 5 years’ relevant experience
• Ability to review documents for necessary data, check records for accuracy and completion
• Understanding Unit Trust structures, corporate governance, relevant local regulations and best practices, including awareness of FATCA and CRS (experience in Mutual Funds and Fund Administration would be considered)
• Ability to assist in the oversight of projects including allocation of duties, provision of status updates to stakeholders, adherence to the timeframe
• Adheres to deadlines and appointments; acts in accordance with organizational and quality standards; takes responsibility for the activities and actions of self and direct reports, establishes priorities, monitors progress and makes effective recommendations, whilst completing work in an efficient manner
• Demonstrated client relationship management skills
• Commercially driven, strong interpersonal skills, confident and flexible
• Excellent written and oral communication skills with strong attention to detail
• Self-motivated with the ability to work under pressure to meet tight deadlines 
• Experience with ViewPoint, SAP and Laserfiche software

What we offer

• A challenging, but very rewarding, role in our growing company
• Continued learning via our Intertrust Academy and ongoing on-the-job knowledge sharing
• A chance to work in a diverse team of Trust professionals with entrepreneurial spirits and up and down feedback flows to further strengthen our service and brand in the industry
• Being a player in various fields in financial services globally, Intertrust has various horizontal, vertical, and global career opportunities
• A competitive package of salary and benefits