Manager - Client Relationship
Full-time Region: MEA Jurisdiction: Dubai
Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
The candidates we are looking for should mainly:
Be very fluent in English (spoken and written) Be able to engage with clients and build a trusted relationship with them Good communication skills Have experience in managing a portfolio of clients including private clients Have experience into setting up and providing corporate administration companies in all the main free zones in the UAE Having some experience in acting as Company secretary (would be an advantage but not a requirement for the post
Corporate administration covers all aspects that a company requires to be able to operate in terms of finance and administration. These include but are not limited to:
Drafting transfer instructions/initiating payments; Drafting resolutions, board minutes, letters; and Renewing licenses.
Purpose of the Job
Maximising Financial Performance
Ensure that revenue objectives are achieved on a monthly basis as per the defined target set for each client in the portfolio; Ensure that profitability margins are achieved on a monthly basis as per the defined target set for each client in the portfolio; Ensure that cash are collected within the defined deadline and that the process for debt management is strictly followed; Ensure that the margins and ratios set for the portfolio are achieved as per the defined targets; Ensure growth in revenue for the allocated portfolio through upselling and cross selling of additional products and services; and Ensure that revenue targets for each client are well defined including the revenue potential from out of scope work.
Ensuring world class client service delivery
Work closely with other service lines in the organisation in order to provide a seamless and integrated set of services to the clients in the portfolio; Impart a culture of excellence in terms of client services and ensure that customer satisfaction and experience are maintained at the forefront in the client service delivery model; Take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers wherever required; Ensure that client services are delivered strictly within the set deadlines and as per defined quality standards; Provide prompt and effective solutions on, corporate, alternative investment and / or fiduciary matters whenever requested by clients.
Enhancing Operational Excellence
Ensure that all processes are effectively and efficiently followed; Ensure that systems are kept updated at all times; Participate in and contribute to the team meetings and ensure that actions are implemented within the set deadlines; Ensure that time is managed as per their chargeability targets; Ensure that risk management and compliance guidelines are fully adhered to including full adherence to KYC/CDD requirements for client entities; and Ensure that you follow the time management principles set in defined job cards for each client.
Growing the business
Ensure that new clients are onboarded seamlessly and ensure a smooth transition from the Onboarding team to the portfolio being managed by you. Pro-actively identify cross-selling and up-selling opportunities and come up with value propositions proposals to the existing client base in the portfolio; Proactively engage with clients to understand their business objectives and expansion strategies with a view to propose new structures and services.
Client relationship
Responsible for the complete management and delivery of quality corporate administrative services to an assigned portfolio of local and international companies. Ensure excellence in client service delivery and customer experience; Build strong relationships with clients and ensure client matters are handled promptly; Ensure that client services are delivered within the set deadlines and as per defined quality standards; and engage with the clients on an ongoing basis Managing client complaints, and providing the solution/escalating
Company secretarial services
Preparation of directors and shareholder’s resolution; Preparation and updating of registers and share certificates; Application for license renewal, and filing of annual returns; Submission of annual financial statements; Preparation and circulation of compliance checklist to directors; Organisation of board meetings; Drafting of agenda, and compiling the board pack; Attendance to board meeting as secretary, and providing compliance updates to board as well as taking attendance and recording of the meeting; Drafting of minutes of meetings and action points and circulating to the board of directors; Application for change in shareholding, officers, company name etc. (including resolutions drafting and online application)
Bank account opening
Participate in the opening of bank accounts for each company and the execution of related documentation required by the bank Preparation of bank forms for bank account opening; Liaison with bank for bank account opening; Attendance at meeting with banker and provision of documents and information
#L1-VK1
#LI-Hybrid
Qualifications
A professional qualification with at least 2 years of experience
or Degree with 5 years of experience Proficient in the use of the Microsoft Office suite of applications, specifically MS Word. Excellent written and oral communication skills. Good client relationship, organizational and time management skills. Excellent interpersonal skills.
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.*
We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through respons
