Client Relationship Manager (Gibraltar)

Posted 4 days ago by Redmill Resourcing Easy Apply

Our global financial services client has been providing financial services solutions to high-new worth, intermediaries, trusts and companies for more than 30 years. They currently have a need for an experienced Client Relationship Manager to provide effective and efficient service to a portfolio of trusts and companies.

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

You will ideally:

  • Be familiar with the principles of trust and company administration
  • Have an ability to interact effectively with clients at all levels
  • Ideally, have management and development of staff experience
  • Strong interpersonal skills/team player
  • 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

Required skills

  • Administrative Support
  • Assets
  • Financial Services
  • Relationship Management
  • Trusts

Reference: 34702301

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