Client Relationship Manager

About Suntera

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

As a Client Relationship Manager, you will deliver efficient, timely and high-quality administration services to a continually expanding family trust structure. Working closely with the team, you will play a key role in providing exceptional support and ensuring a seamless client experience.

• Working in a team of 5, providing support to our Associate Client Director and Client Director
• Assisting with short to long term admin projects to ensure the clients/family office continue to receive a high level of service in line with the Company’s values
• Assisting in the mitigation of risk factors by helping with the review and management of administration and compliance work
• Acting as a “C” Signatory
• Assisting with the provision of financial information and oversight sufficient to allow our accountants to draft financial statements
• Undertake FATCA/CRS reporting and similar work
• Assisting intermediaries in meeting their client’s expectations within legal and regulatory frameworks
• Maintaining a proactive relationship with the clients and family office
• Providing a collaborative approach to joint projects
• Opening of client bank/investment accounts and related tasks
• Payment preparation and transaction monitoring
• Maintaining the Business Central and DMS databases
• Providing support to team members generally
• Maintaining CPD requirements and keeping up to date with all industry developments
• Any other ad-hoc tasks and responsibilities as assigned to you by your Manager

You will have strong relevant experience and strong interpersonal skills. The following attributes would also be advantageous:

• Experience and understanding of managing trust structures
• Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same
• Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
• Excellent organisational and communication skills
• Ability to work to deadlines and meet and define KPIs
• Be a brand ambassador and role model for the brand values of empowering responsible ambition

• Integrity
• Inspires client and team confidence
• Adaptable and versatile
• Assertive and confident
• Discrete and tactful
• Emotional resilience
• ‘Can do’ attitude
• Role model
• Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.