Permanent. Client Relationship Manager, Regulatory

Job Reference: 727445

You will be responsible for completion and oversight of special projects including the Beneficial Ownership project and Annual Review and Close Out projects.  Other responsibilities include: 
  • Independently mange a large and busy portfolio of companies and partnerships, inclusive of tasks related to statutory filings with the regulatory bodies
  • Contribute to the revenue growth of the team by accurately recording time and identifying opportunities for cross-sell and up-sell
  • Consistently monitor and minimize receivables while ensuring timely settlement of all invoices
  • Review all invoices prepared by Finance and distribute to clients
  • Support the US Corporate services team in delivering effective service to our clients and the company
  • Process and oversee the process of correspondence and administrative matters from intermediaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of companies and partnerships
  • Prepare and interpret trust and company resolutions and agreements to update records accordingly
  • Prepare document filings with government agencies and regulatory bodies


  • University Degree or internationally recognized professional qualification such as ICSA or STEP Diploma
  • Minimum 4 years experience in similar role in Funds industry with at least one year in Management capacity
  • Understanding of Corporate Governance and have relevant local regulations and best practices
  • Demonstrable knowledge of various types of trust and corporate structures and understanding the difference between such
  • Experience in successfully working to deadlines
  • Experience in effectively working as part of a team
  • Advance knowledge of Microsoft Office Suite 
Salary: US$85,000-US$100,000 per annum plus benefits.   

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply

Apply for this role

Jack Watters
Senior Recruiter
+1 345 743 1775


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