Website Convina Fiduciary Services Ltd
Job Purpose:
To act as Key Relationship Manager for a portfolio of complex structures for international HNW Private Clients.
Job Profile & Key Responsibilities:
- Manage and enhance relationship with international private and corporate clients:
- Involve in the administration and supervision of administration of GBCs. ACs and Trusts:
- Manage, supervise and coach staff members who may be allocated to you in the performance of your job:
- Provide dedicated services to selective clients in view of providing substance in Mauritius:
- Ensure all clients in the portfolio are serviced in a timely manner and by company standards:
- Ensure client related statutory and company deadlines are planned and met, this includes communication/reporting with staff and management regularly:
- Prepare client Board Meeting Packs, organise and attend board meetings, and take minutes thereof;
- Review files regularly and ensure they are compliant at all the times with applicable internal procedures and relevant legislation:
- Operate the portfolio of clients in line with Anti-Money Laundering and other regulatory compliance requirements in Mauritius such as FATCA/CRS and Data Protection Act:
- Nurture and maintain teamwork within the teams and across other divisions within the company:
- Act as a liaison with Banks. Investment Managers. Asset Managers and other third parties regarding client structures as required:
- Regular reporting to your assigned Manager and Executive Director on the management of the client portfolio. business risk areas. and staff performance:
- Keeping abreast of best practices and industry updates, and implementing such procedures in the organisation as appropriate:
- Perform other duties and related services to company secretarial. administration and regulatory compliance as may be required by the Company.
Candidate Profile:
- Possess 5-6 years experience working in the industry dealing with GBCs, Trusts & ACs
- Have a tertiary degree in Business Management or Finance
- Having an ICSA / STEP qualified will be an added advantage
- Must possess good organizational & communicational skills
- Should be self-motivated with the ability to identify problems and provide solutions within the requirements of the position.
- Must be a competent individual with integrity. accountability. strong interpersonal skills, and a team player.
To apply for this job email your details to hr@convinafiduciary.com