The (Senior) Relationship Manager works under supervision of the Director Client Services. The (Senior) Relationship Manager is end responsible for the general financial, legal, fiscal and compliance aspects of all client companies in own portfolio, in order to make sure, that they are in good legal, fiscal and financial standing (monitoring status on amongst others the accounts, tax returns, AGM's, AML, KYC documentation and receivables) and in line with legislation and clients' expectations.
Job description:
Relationship Management
- Maintains and grows excellent relations with existing clients, intermediaries and relevant colleagues across the board, resulting in longstanding and profitable relationships with clients and intermediaries and no client outflow;
- (Proactively) Communicates and coordinates with clients as well as all internal and external parties regarding broad range of issues within client portfolio.
Business Development
- Identifies (cross) sell opportunities and retention risks, alerts to the Director Client Services, proposes and executes corrective & commercial action;
- Analyses competitors and relevant (service) developments and trends in markets and in fiscal, legal and financial areas, taking into account the commercial interests of CSC, so as to identify and initiate product/service improvement possibilities and signal and report commercial market opportunities;
- Contacts clients and advisors to acquire new/additional business;
- Attends internal and external networking events.
Administration & transactions
- Manages general legal and financial/fiscal aspects of the companies under management;
- Is responsible for the incorporation of companies and the good legal standing during the whole "lifecycle" of companies;
- Is responsible for the in-time delivery and quality of the services agreements, ancillary documents, annual accounts & tax returns of own client portfolio;
- Is responsible for the correct execution of financial transactions of client companies, such as capital increase, participations, distribution of dividends, granting or obtaining loan facility.
Corporate Services
- Ensures proper handling of corporate and financial transactions of (new) clients, including incorporation, liquidation migration, closing etc.
- Ensures and maintains good standing of assigned Swiss client entities. This includes legal & corporate housekeeping tasks and coordination of client specific requests.
Compliance
- Propagates & monitors proper use of compliance regulations, planning & system registration;
- Manages the periodic review of client files to ensure ongoing compliance.
Required profile:
- (Swiss) Legal Master's degree
- Minimum 2-5 years legal & corporate housekeeping or relevant professional experience;
- Experienced with relationship management, professional client communication, networking;
- Up to date relevant local legal and market knowledge: market conditions, main actors and changing legislation;
- Knowledge of CSC procedures & policy, how they compare with competitors and their consequences for the clients;
- Understanding of 'other' specialisms (tax, compliance or accounting) and ability to explain the range of activities within client account;
- Understanding of impact of managed client portfolio on commercial & operational success;
- Analytical, proactive, organized, and a strong team player.
- Eager to learn and take on tasks beyond the job description.
- Hands on personality with the flexibility of taking over tasks beyond the job description
What we offer:
- Interesting and varied work in a motivated team;
- Competitive pay and compensation package;
- Opportunity to help shape internal work processes across departments;
- Opportunity to work with various external experts for our international clients with a view 'beyond the local legal & fiduciary industry';
- Responsibility in cross-team customer tasks and projects;
- Opportunities for internal and external training;
- Innovative working time models and flexible working hours, including possibility to work from home;
- Min. 5 weeks holidays (depending on education & seniority);
- Compensation of overhours (in time and/or pay);
- And many things more.
Did we catch your attention? Apply today! For any queries, please do not hesitate to reach out to Naomi Thomas, Talent Acquisition Partner - naomi.thomas@cscglobal.com