Assistant Relationship Manager

Job Description

• Job title: Assistant Relationship Manager
• Department: Client Services
• Jurisdiction: Dubai
• Reporting to: Associate Director, UAE

Job Responsibilities:

• · 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)
• Corporate Administration
• · Preparation of transfer instructions;
• · Follow up with the bank for swift details;
• · Preparation of letters;
• · Drafting transfer instructions
• Bank Account Opening
• · Preparation of bank forms for bank account opening;
• · Liaison with the bank for bank account opening;
• · Attendance at meeting with banker and provision of documents and information.
• Company Set Up/Migration
• · Liaison with authorities to request for online portal admin login
• · Drafting all required set up application forms and resolutions/POA to be signed by the client and sending them to the client (subject to RM authorization)
• · Uploading all KYC and signed documents on Sharepoint or Filesite
• · Completing online application, uploading all required documents on the portal, and submitting the application online
• · Follow up and respond to queries from authorities for initial approval
• · Accompanying client for the signature of Memorandum and Articles of Association and lease is booked with client and authority
• · Follow up with Authorities for the issuance of the license, registration certificate, and Memorandum and Articles of Association
• · Circulating the license, registration certificate and Memorandum and Articles of Association
• · Preparation and submission of post-licensing work/requirements
• · Inform the client to comply with the post-licensing requirements: appointment of an auditor, company stamp, letterhead, PSA, etc.
• Visa Services (Provided as part of our set up services)
• · Drafting of forms and application for visa application;
• · Collecting documents from clients and uploading on the respective application portal;
• · Submitting an application online and arranging for payment/portal top-up;
• · Organising client’s medical visit and fingerprinting (The PRO accompanies the client);
• · Arranging for submission of passport to the authorities for visa stamping;
• · Following up with authorities and updating client until visa issuance
• Client Liaison and Relationship Management
• · Liaising with the client with respect to jobs under process;
• · Managing client complaints, and providing the solution/escalating
• Job Management
• · Creation of Job Fee set up, credit memos;
• · Drafting and issuance of invoices and credit notes;
• · Follow up for payment of invoices;
• · Assisting with the review of Work-In-Progress and in determining writeoffs

Qualifications

• · Degree Holder
• · ICSA/ACCA Qualified or ongoing