Assistant Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm

Swisslinx Middle East; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

Swisslinx Middle East is assisting a client in DIFC with an Assistant Manager (Private Clients) role focused on corporate services and governance. The candidate will manage board activities, prepare resolutions, maintain registers, and support license and visa processes for private clients in the DIFC/ADGM framework.

The ideal candidate should be pursuing or holding a corporate governance qualification (STEP/ICSA) and have experience in private client services related to corporate, trust, or

Qualifications

• Experience in corporate/trust/fiduciary services with Private Clients
• Familiarity with DIFC/ADGM corporate governance requirements
• Ability to prepare board and shareholder resolutions and maintain registers

Responsibilities

• Prepare directors and shareholder resolutions and maintain registers and share certificates
• Handle license renewals, annual returns, and filing of annual financial statements
• Prepare and circulate compliance checklists to directors and organize board meetings
• Draft minutes and action items and coordinate the board pack
• Assist with changes in shareholding, officers, company name, and related filings
• Liaise with authorities for licenses, registrations, and post-licensing requirements
• Provide visa and client liaison support as part of set up services
• Manage invoicing, credit notes, and payment follow-ups as part of job management

Skills

Relationship management

Private Clients

Governance

Education

Corporate governance qualification (STEP/ICSA)

Tools

SharePoint

Filesite

Job description

On behalf of our client, an international corporate services provider established in DIFC, we are looking for Assistant Manager (Private Clients) to joinn thier team.

The ideal candididate should have a corporate governance qualification (or currently pursuing) such as STEP / ICSA or similar as well as relationship management experience with DIFC/ADGM based Private Clients related to corporate/ trust/ fiduciary services .

Job Description

Purpose of the Job

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 write offs