Client Relationship Manager (Companies & Trust) - Gibraltar

Posted 3 April by Zestrill Limited

OBJECTIVE

To manage and administer a portfolio of trusts and companies with varying requirements, focusing on effective service, quality, productivity, efficiency, and commerciality

KEY RESPONSIBILITIES

  • Liaison with clients and advisers in respect of service issues
  • Preparation of correspondence and documentation, including minutes and ancillary documentation
  • Preparation of incoming monies forms, payment instructions, and monitoring execution of instructions
  • Preparation and execution of accurate statutory records, ensuring full audit trail maintained
  • Monitoring client assets and liabilities
  • Review of statutory accounts
  • Oversight of client activities to ensure legal and regulatory compliance
  • Execution of client transactions
  • Dealing with ad hoc requests
  • Production and submission of regulatory returns
  • Maintain client data within a primary management information system
  • Undertake and manage full time recording and client billing process of self and others
  • Debt collection

KEY COMPETENCIES

  • Business orientated
  • Computer literate
  • Familiar with the principles of trust and company administration
  • Ability to interact effectively with clients at all levels
  • Management and development of staff
  • Strong interpersonal skills/team player

ROLE SPECIFICATION

Knowledge and Skills

  • Suitably educated with a high standard of English and mathematics
  • Qualified STEP, ICSA, DoFA or equivalent
  • Experience in administering trusts and companies
  • Ability to identify risks associated with client transactions
  • Familiar with company and trust software
  • Experience in an office environment
  • Attention to detail
  • Ability to prioritise, set deadlines, and work accurately to tight deadlines

Key Interfaces

  • Management
  • Peer group within the department
  • Staff, where line management responsibilities apply
  • Central Services
  • Clients
  • Bankers
  • Investment, Legal, and Tax Advisers
  • Government offices
  • Company Agents

If you have experience in the Companies & Trust arena & possess your STEP or ICSA qualification and are looking for a new challenge, please get in touch ASAP.

Required skills

  • Financial Services
  • Manage Client Relationships

Application question

Do you possess a STEP or ICSA qualification?

Reference: 34463161

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