Client Relationship Manager Assistant

Client Relationship Manager Assistant

OVERALL PURPOSE:

The main purpose of the role is to assist the Senior Relationship Managers in providing professional support and expert high-level administration. 
The role also entails assisting the Relationship Management Team in relation to ongoing business development and administration of client affairs.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES:

• Provide full administrative support to the Family Office Team on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, instructing payments, monitoring debtors, obtaining compliance when necessary
• Develop and maintain relationships with internal departments of the Group including 
  compliance, legal, trust, accounting, investments, treasury & banking to timely and effectively support the clients' activities
• Arrange consulting, with Manager's approv...