Manager / Assistant Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
Swisslinx Middle East is seeking an Assistant Manager (Private Clients) for a corporate services provider in DIFC. The role involves company secretarial services, corporate administration, bank account opening, company setup/migration, visa services, and client relationship management.
Key Skills for This Role
Responsibilities
- Prepare directors and shareholder resolutions, registers, and share certificates
- Handle license renewal, annual returns, and financial statement submissions
- Organize board meetings, draft agendas and board packs, attend as secretary, and draft minutes
- Manage changes in shareholding, officers, company name, including resolutions and online applications
- Prepare transfer instructions and follow up with banks for swift details
- Assist with bank account opening by preparing forms and liaising with banks
- Coordinate company set up/migration with authorities, including KYC and online submissions
- Support visa services by drafting forms, collecting documents, and following up with authorities
- Liaise with clients on job progress, manage complaints, and escalate as needed
- Create job fee setups, credit memos, draft invoices, and follow up on payments
Requirements
- Degree holder
- ICSA/ACCA qualified or ongoing
- Corporate governance qualification (STEP/ICSA) or pursuing
- Relationship management experience with DIFC/ADGM based Private Clients in corporate/trust/fiduciary services
Full Job Posting
Job Overview
- On behalf of a client, an international corporate services provider in DIFC, we are looking for an Assistant Manager (Private Clients).
- The ideal candidate should have a corporate governance qualification (STEP/ICSA) and relationship management experience with DIFC/ADGM based Private Clients.
Company Secretarial Services
- Preparation of directors and shareholder resolutions.
- 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, providing compliance updates.
- Drafting of minutes of meetings and action points.
- Application for change in shareholding, officers, company name, etc.
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.
Company Set Up/Migration
- Liaison with authorities for online portal admin login.
- Drafting set up application forms and resolutions/POA.
- Uploading KYC and signed documents on Sharepoint or Filesite.
- Completing online application and submitting.
- Follow up and respond to queries from authorities.
- Accompanying client for signature of Memorandum and Articles of Association.
- Follow up for issuance of license and registration certificate.
- Circulating license and registration certificate.
- Preparation and submission of post licensing work/requirements.
- Inform client to comply with post licensing requirements.
Visa Services
- Drafting forms and application for visa application.
- Collecting documents from clients and uploading on portal.
- Submitting application online and arranging payment.
- Organising client’s medical visit and fingerprinting.
- Arranging for passport submission for visa stamping.
- Following up with authorities until visa issuance.
Client Liaison and Relationship Management
- Liaising with the client regarding jobs under process.
- Managing client complaints and providing solutions/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 review of Work In Progress and write offs.
Qualifications
- Degree Holder.
- ICSA/ACCA Qualified or ongoing.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Swisslinx Middle East
Manager / Assistant Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm
Dubai, UAE
An international corporate services provider in DIFC seeks an Assistant Manager for Private Clients. The role involves company secretarial services, corporate administration, bank account opening, company setup, visa ser
Senior Manager/ Director - Investor Relations - Family Offices and UHNW
Dubai, UAE
A reputable asset management firm in Dubai seeks a Senior Manager/Director of Investor Relations to lead capital raising and fundraising activities across UAE and GCC. The role requires 5+ years of experience in sales or
Compliance Officer - DIFC Compliance Consultancy firm
Dubai, UAE
An established Compliance Consultancy in DIFC is seeking an experienced Compliance Officer with 3-10+ years of compliance experience, including authorization by DFSA or ADGM. The role involves client onboarding, KYC, AML
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
An international bank in DIFC is seeking a UAE National Compliance Officer at Associate Analyst level. The role involves implementing compliance controls, investigating alerts, performing risk assessments, and supporting
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
An international bank in DIFC seeks a Compliance Officer (Associate Analyst level) to implement compliance controls, investigate alerts, and provide guidance on AML/sanctions risks. The role requires 2-5 years of experie
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
An international bank in DIFC seeks a Compliance Officer (Associate Analyst level) to implement compliance controls, investigate alerts, and provide guidance on AML/sanctions. The role requires 2-5 years of experience in
Compliance Officer - DIFC Compliance Consultancy firm
Dubai, UAE
An established Compliance Consultancy in DIFC is seeking an experienced Compliance Officer with 3-10+ years of compliance experience. The role requires DFSA/ADGM authorization as a compliance officer and expertise in KYC
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
An international bank in DIFC is seeking a Compliance Officer (UAE National) to support the implementation of compliance controls, investigate alerts, and provide guidance on AML/sanctions. The role requires 2-5 years of
Manager / Assistant Manager (Private Clients) - Corporate Services Provider/ Fund Administration firm
Dubai, UAE
Senior Manager/ Director - Investor Relations - Family Offices and UHNW
Dubai, UAE
Compliance Officer - DIFC Compliance Consultancy firm
Dubai, UAE
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE
Compliance Officer - DIFC Compliance Consultancy firm
Dubai, UAE
Compliance Officer - UAE National - International Bank (Associate Analyst level)
Dubai, UAE