Associate Manager

About the role

The Associate Manager will support the Unit Manager in delivering high‑quality operational services within Apex Group’s Global Business Sector. This role combines client‑facing duties, risk oversight, and coordination of corporate administration tasks.

Key responsibilities

• Assist the Unit Manager with all operational aspects of unit deliverables.
• Ensure high‑quality service delivery and monitor work performed by unit members.
• Review timesheets, manage capacity, and provide regular operational updates to senior management.
• Identify training needs and communicate them to senior leadership.
• Apply a risk‑minimisation mindset, proactively flagging and mitigating operational risks.
• Perform customer due diligence (CDD) in line with AML regulations and maintain up‑to‑date CDD records.
• Attend internal and external client meetings, capture minutes, and follow up on action items.
• Sign off on bank account openings and verify that banking transactions align with the company’s scope.
• Review board packs, shareholder resolutions, and ensure proper documentation for certificates and incorporation matters.
• Handle restructuring, merger, re‑domiciliation, transfer, and winding‑up processes.
• Manage client relationships, ensuring timely and satisfactory service delivery.
• Conduct regular team meetings to track objectives and performance.

Required profile

• Strong understanding of business and operational risks within a global financial services environment.
• Experience with AML/CDD processes and corporate governance documentation.
• Ability to communicate effectively with clients, senior management, and internal teams.
• Proactive attitude towards identifying and mitigating risks.
• Organisational skills to manage multiple client and internal projects simultaneously.

Required skills