Financial Services

Client Relationship Manager

Financial Services
ID #

Client Relationship Manager

Full Time

Our client is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.

As a Manager in the Private Client segment, you will be responsible for overseeing and managing a team that provides high quality, administration, and fiduciary services/accounting, VAT and reporting services to high-net-worth families, individuals, and institutional clients. Your role will involve client relationship management, team leadership, strategic planning, and ensuring compliance with legal and regulatory requirements.

Job Description

Client Relationship Management

  • Develop and maintain strong relationships with clients and their advisors
  • Understand clients' financial, business, and administrative goals, risk tolerance, and preferences
  • Coordinate with the client or advisors so as to reach and go above the goals and expectation of the client
  • Resolve client inquiries, concerns, and requests promptly and professionally
  • Be responsible for profitability of the mandate as well as the invoicing and collection from the client

Team Leadership and Development

  • Lead and manage a team of professionals
  • Set performance targets, conduct performance evaluations, and facilitate professional development opportunities
  • Provide guidance, mentorship, and ongoing training to enhance team capabilities
  • Foster a collaborative, entrepreneurial and client-centric culture within the team

Strategic Planning and Business Development

  • Develop and execute strategic plans to expand the client base and grow the business
  • Identify opportunities to enhance service offerings and meet evolving client needs
  • Collaborate with marketing and business development teams to implement client acquisition strategies
  • Participate in industry events, conferences, and networking opportunities to promote services

Trust and Fiduciary Services Administration

  • Oversee the administration of mandates, ensuring compliance and best practice with legal and regulatory requirements
  • Review and approve all documents, instruments accounts of the mandates
  • Coordinate with the various competence centres as well as external advisors to ensure adherence to relevant laws and regulations

Reporting and Compliance

  • At all times ensure compliance and best practice corporate governance of the entities of the mandate
  • Adhere to laws, regulations, memos, and similar advice from regulators always
  • Ensure accurate and timely reporting to clients, regulators, and internal stakeholders
  • Stay updated on industry trends, changes in laws and regulations, and best practices
  • Implement and enforce internal policies and procedures to ensure compliance and mitigate risks

Your Profile

  • Bachelor's degree in finance, business administration, or a related field
  • Extensive experience in fiduciary services, with a focus on high-net-worth clients
  • Solid understanding of legal and regulatory requirements in the trust and fiduciary services industry
  • Strong knowledge of trust and fiduciary laws, tax planning, estate planning
  • Excellent leadership and team management skills, with the ability to inspire and motivate a team
  • Exceptional interpersonal and communication skills to build and maintain client relationships effectively
  • Analytical mindset with the ability to interpret complex situations and provide strategic recommendations
  • Entrepreneurial and innovative mindset
  • Proficiency in performing in a digital work environment, using various digital tools and financial report systems


  • 13th Salary
  • Flexible working hours
  • Provident fund after completion of probation period
  • 25 days annual leave + Bank Holidays
  • Modern offices, with an open floor plan
HR Innovate is an equal opportunity Recruiting Agency and value diversity in the Company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

Apply for this position

Accepted file types: pdf, doc, docx, odt, Max. file size: 2 MB.
This field is for validation purposes and should be left unchanged.

Sign up for our newsletter

Sign Up to get the latest vacancies.

HR Innovate Cyprus
Your portal to the best jobs in Cyprus and abroad

Nicosia: +357 22 000174
Limassol: +357 25 255955
United Kingdom: +44 20 7183 9931

Hours of Operations
Monday - Thursday: 9am - 5pm
Friday: 9am - 1pm
GDPR - HR Innovate Cyprus
HR Innovate is committed to protecting your personal data.
Copyright © 2024 HR Innovate. All rights reserved. Website created by ruxbo