Client Relationship Manager, Limassol

1 week ago


Limassol, Cyprus Emerald Zebra Full time

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



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