Job Title

Client Relationship Officer – Corporate

Required Skills

Job Description


Company Introduction

Our client is a leading organisation in corporate services, trustees and fiduciaries.

Job Responsibilities and Duties

  • Liaising with clients, client representatives, client employees including crew, as well as suppliers and other external support persons including yacht managers, aircraft operators, professional advisors;
  • Liaising and assisting different departments;
  • Assisting the Client Relationship Manager with client duties, including promoting and following up on client meetings, team meetings, preparation of various documents, review of work including filing, timesheets, etc;
  • Receiving, reviewing and processing client instructions on a daily basis;
  • Assisting the Client Relationship Manager with client instructions relating to contracts, agreements, resolutions, POAs and other ad-hoc documents as may be requested or otherwise required, are processed correctly and in a timely manner;
  • Conduct the necessary duties to ensure that the companies we administer are in good standing;
  • Conduct yearly health checks on companies;
  • Obtaining the necessary KYC as per our internal procedures and external parties requests;
  • Ensure that our main system is kept up to date with recent information on the companies;
  • Filing of registry forms including the annual mandatory submissions such as the Annual Returns and the Beneficial Ownership forms;
  • Drafting and ordering companies certificates;
  • Applying for the DDT10s and the necessary renewals;
  • Prepare standard templates of minutes and  resolutions;
  • Assisting the Client Relationship Manager with client entities and their business, be it leasing, chartering or merely holding ;
  • Any other activities connected to the above activities;
  • Keep informed of development in local legislation and regulations vis-à-vis compliance;
  • Comply with all local regulatory and AML/CFT requirements;
  • Report suspicious transactions to the Money Laundering Reporting Officer;
  • Perform mandatory Group training that may be required from time to time.


  • Possess a qualification in Business Management or Banking & Finance;
  • At least 3 years’ relevant experience in a corporate service provider environment.

Personal Skills

  • Collaborative team-player with experience of working in a dynamic organisation;
  • Hands-on and with attention to detail having a positive attitude towards solving problems;
  • Good communication skills;
  • Ability to think outside the box and to be pro-active;
  • Culturally sensitive and experienced in dealing with multiple nationalities, business cultures;
  • Ability to deal with change and to take initiative

Recruitment Consultant

Sectors HR, Sales, Marketing, Administration


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