Assistant Relationship Manager

  • Full Time
  • Dubai
  • Posted 2 months ago



Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. Wherever our clients hold financial interests, or however they are structured, we provide compliant, tailored solutions that are individual to their needs.

We manage over 17,000 structures for 8000+ clients with a global footprint operating from 18 locations. Our scale offers all our people great opportunities to develop their knowledge and skills and to progress their careers.


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)

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


Degree Holder

· ICSA/ACCA Qualified or ongoing

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