Suntera Global
Client Relationship Manager – Suntera Global
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Client Relationship Manager
role at
Suntera Global . About Suntera Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide. We empower responsible ambition through professional delivery of governance, administration and accounting services, focusing on strong relationships and continually evolving to provide the best possible service to clients. About The Role
As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments, Private Equity, early-stage tech start-ups, art, property, private jets and yachts. The structure oversees a number of other entities located in a number of external jurisdictions. Your Duties
Work with a team of 5, providing support to the ACD and Client Director. Assist with short- to long-term admin projects to ensure the clients/family office continue to receive a high level of service in line with the Company’s values. Help mitigate risk factors by reviewing and managing administration and compliance work. Act as a “C” Signatory. Assist with providing financial information and oversight sufficient for our accountants to draft financial statements. Undertake FATCA/CRS reporting and similar work. Assist intermediaries in meeting their client’s expectations within legal and regulatory frameworks. Maintain a proactive relationship with the clients and family office. Provide a collaborative approach to joint projects. Open client bank/investment accounts and related tasks. Prepare payments and monitor transactions. Maintain Business Central and DMS databases. Provide general support to team members. Maintain CPD requirements and stay current with industry developments. Handle any other ad-hoc tasks and responsibilities assigned by your Manager. About You
You will have strong relevant experience and strong interpersonal skills. Attributes That Would Also Be Advantageous
Experience and understanding of managing trust structures. Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same. Proactive and forward-thinking with the ability to handle tasks independently and use initiative. Excellent organisational and communication skills. Ability to work to deadlines and meet and define KPIs. Ability to be a brand ambassador and role model for the brand values of empowering responsible ambition. Personal Qualities
Integrity. Inspires client and team confidence. Adaptable and versatile. Assertive and confident. Discrete and tactful. Emotional resilience. ‘Can do’ attitude. Role model. Appropriate office conduct and attitude to work. Opportunity
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the chance to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with our dynamic and rapidly growing group of companies will allow you to develop both professionally and personally.
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Join to apply for the
Client Relationship Manager
role at
Suntera Global . About Suntera Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide. We empower responsible ambition through professional delivery of governance, administration and accounting services, focusing on strong relationships and continually evolving to provide the best possible service to clients. About The Role
As a Client Relationship Manager, you will provide efficient, timely and high-quality administration services to a continually expanding, multi-billion family trust structure. This structure liaises daily with the large family office located abroad and includes listed trading companies, traditional financial investments, Private Equity, early-stage tech start-ups, art, property, private jets and yachts. The structure oversees a number of other entities located in a number of external jurisdictions. Your Duties
Work with a team of 5, providing support to the ACD and Client Director. Assist with short- to long-term admin projects to ensure the clients/family office continue to receive a high level of service in line with the Company’s values. Help mitigate risk factors by reviewing and managing administration and compliance work. Act as a “C” Signatory. Assist with providing financial information and oversight sufficient for our accountants to draft financial statements. Undertake FATCA/CRS reporting and similar work. Assist intermediaries in meeting their client’s expectations within legal and regulatory frameworks. Maintain a proactive relationship with the clients and family office. Provide a collaborative approach to joint projects. Open client bank/investment accounts and related tasks. Prepare payments and monitor transactions. Maintain Business Central and DMS databases. Provide general support to team members. Maintain CPD requirements and stay current with industry developments. Handle any other ad-hoc tasks and responsibilities assigned by your Manager. About You
You will have strong relevant experience and strong interpersonal skills. Attributes That Would Also Be Advantageous
Experience and understanding of managing trust structures. Qualified in STEP, CGI, ACCA or similar professional qualification, or working towards the same. Proactive and forward-thinking with the ability to handle tasks independently and use initiative. Excellent organisational and communication skills. Ability to work to deadlines and meet and define KPIs. Ability to be a brand ambassador and role model for the brand values of empowering responsible ambition. Personal Qualities
Integrity. Inspires client and team confidence. Adaptable and versatile. Assertive and confident. Discrete and tactful. Emotional resilience. ‘Can do’ attitude. Role model. Appropriate office conduct and attitude to work. Opportunity
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the chance to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with our dynamic and rapidly growing group of companies will allow you to develop both professionally and personally.
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