Permanent. Senior Client Relationship Officer – Private Wealth

Job Reference: 729167

As a Senior Client Relationship Officer – Private Wealth, you will independently manage a busy portfolio of trusts and companies, process correspondence and administrative matters from intermediaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of trusts and companies. Other responsibilities include:
  • Updating trust and  company records, statutory registers and other documents as required
  • Prepare and file documents with government agencies and regulatory bodies in a timely manner and so as not to incur penalties, in accordance with local legislation and regulatory requirements, including FATCA and CRS
  • Review and comment upon trust documentation through to transaction completion
  • Carry out reviews on the assigned portfolio of trusts and companies and to escalate issues and opportunities identified thereby
  • Prioritise client requests (24 hours response time) and attending to general correspondence with the Registrar of Companies, Registrar of Trusts, CIMA, attorneys and third party service providers.  Including the development of effective working relationships with all parties
  • Attend to the monthly aged debt reports, monitoring and chasing invoices as appropriate with the aim of minimising receivables and ensuring timely settlement of payment
  • Act as relationship manager to assigned clients, 
  • Provide support and guidance to team members on complex issues 
  • Supervise and/or mentoring team members and interns when necessary
  • Share best practices with team members to contribute to the review of policies and procedures
  • 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 
  • Maintain the File Site/NAV One/ ViewPoint client database and to assist with the on-going task of maintaining the database’s integrity


  • University graduate with at least 8 years supervisory experience working within a professional services firm
  • Working experience  within the trust or fund industry
  • Working knowledge of various types of trust and fund structures 
  • Proficiency in Microsoft Word, Excel and Outlook
  • Experience with ViewPoint, CORIS and CAP software
  • Ability to work to strict deadlines and handle multiple projects without compromising quality
Salary: US$75,000-90,000 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

Mary-Clare Treglia


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