Client Relationship Officer - Capital Markets

Description

We are delighted to be engaged by our client, a globally established financial services organization to assist with the hire of a Client Relationship Officer.

Reporting to the Relationship Manager, this role will be responsible for providing sales and service support to the Capital Markets management team and clients. 

Responsibilities:

  • Managing a demanding portfolio of trusts and clients;
  • Interpreting and updating resolutions, registers, and other documents;
  • Collecting KYC/AML information and assisting with ad hoc projects;
  • Deliver accurate and timely communication with both clients and the internal team;
  • Developing and maintaining efficient working relationships with support units across the business.

Requirements:

  • 2+ years of work experience in the trust or legal spaces ;
  • Bachelor’s degree in Accounting, Finance, or Law is preferred;
  • Experience in Cayman’s compliance space and an understanding of KYC/AML requirements and local regulation;
  • Excellent written and oral communication skills;
  • Capable of prioritizing workloads and experience working collaboratively as part of a team.

If interested, please get in touch via email: ronan@steppingstonesrecruitment.com for more information or to apply today.

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Ronan Horgan

Ronan Horgan

Recruiter