Emerald Zebra is seeking a Client Relationship Manager for our client. a financial services company, a CySEC licensed ASP which forms part of the client’s group, an international group of companies with 30+ years experience in trusts and corporate services.
Our client is a long-standing provider of cross-border corporate, wealth, and retirement planning services. Serving a broad international client base, including business owners, private investors, and family offices, the firm offers tailored structuring and fiduciary solutions. They operate across multiple jurisdictions with a strong reputation for delivering independent, client-focused service.
We are looking for an experienced Client Relationship Manager to form part of their Client Services Team.
Duties and Responsibilities
- Acting as primary contact with clients who have structures administered and managed by the firm.
- Building and maintaining a relationship with clients, settlors, beneficiaries and their advisors.
- Dealing with administrative tasks relating to trusts and corporate structures, including opening of bank accounts and drafting minutes and resolutions.
- Managing trusts administered by the Cyprus office of the Group.
- Completing reports and filing with the relevant authorities in a timely and orderly manner.
- Handling the Cyprus Registrar of Companies for online preparation and submission for all company requirements, from incorporation to closure.
- Maintaining and updating company records both as needed in physical files and in our in-house systems/software.
- Liaising with external parties for applications/registrations/audits as required.
- Liaising with other departments within the office and the Group including business development managers, internal accounting, client account and compliance to ensure a professional service is provided to clients.
- Monitoring activities of structures to ensure compliant with procedures and policies.
- Liaising with legal department in relation to contracts and agreements
- Recording chargeable and non-chargeable time against client matters.
- Working on own initiative as part of a CRM team.
- General office administration tasks on an ad-hoc basis.
- Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.
Requirements/Profile
- Minimum 3 to 4 years experience in an equivalent corporate/client services role
- Good time management
- Excellent knowledge of Office programs/tools (Outlook, Word, Excel)
- Good understanding of Compliance and KYC requirements Excellent communications skills in English, both written and verbal
- Professional level of English and Greek language both written and verbal is an advantage
- Trust administration experience an advantage Strong team player skills and the ability to work harmoniously with a diverse workforce, with good people management skills
- Ability to multi-task and work under pressure, be flexible and adapt easily
- Accurate with good attention to detail and excellent time management skills
The salary will be commensurate with experience. Other benefits include flexible working hours, work from home / hybrid working, bonus incentive scheme, private health insurance, social events and team building days, day of annual leave for birthday, training both in-house and external with company sponsorship for professional qualifications available, and a great working environment.
Apply to georgia.michaelides@emeraldzebra.cy
