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Jobs Details

Client Relationship Manager (Trusts)

Work Type:
We are seeking a Client Relationship Manager on behalf of a Gibraltar based client.

The Client Relationship Manager will be responsible for the management of their allocated portfolio of companies. This a fantastic opportunity for those who hold similar experience and are seeking new Gibraltar based opportunities!

Client Relationship Manager Responsibilities:

• Direct contact with Settlors, Beneficiaries, Protectors, Professional Advisors, and Lawyers in respect to
distributions to beneficiaries and additions to the trust fund such as properties and assets.

• Exclusion and addition of beneficiaries.

• Liaising with various parties in respect to the purchase and sale of shares, property, artwork etc.

• Preparation of payment instructions and monitoring of the execution of instructions.

• Liaising with investment managers/investment houses and banks in respect to numerous matters
including asset allocation, purchase, and sale of shares.

• Monitoring client assets - liaising with banks and investment advisors where necessary.

• Liaising with clients and their advisers in respect of service issues, via telephone and email.

• Drafting of relevant correspondence and documentation, including Trustee Minutes and Trust
documents for actions taken, liaising with in-house legal team for review of drafted documents for
approval prior to arranging execution; ensuring a full audit trail is maintained.

• Preparation of instructions for the business Banking, Compliance and Accounts in respect to approval
for actions to be taken in respect to the Trusts e.g., opening of bank accounts, addition of
beneficiaries, preparation of accounts, dividends, and solvency.

• Production and submission of regulatory returns - i.e., APT renewal.

• Maintain client data within Viewpoint.

• Undertake and manage time recording of time spent for the client billing process.

• Conduct initial stages and ‘chasers’ of debt collection.

• Administering all aspects of Trust take overs and terminations.

• Any other tasks as required by your Line Manager or Director.

Client Relationship Manager skills/Experience:

• Experience in administering trusts and companies

• Ability to interact effectively with clients at all levels

• Familiar with trust and company software

• Ability to identify risks associated with client transactions

• Attentive to detail

• Ability to prioritise, set own deadlines and work accurately to tight deadlines

• Strong interpersonal skills/team player

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