We are looking for a Client Relationship Manager (Trusts) on behalf of a major Corporate Services Provider in Gibraltar.
The Client Relationship Manager will be responsible for the management of their allocated portfolio of companies.
Duties include, but are not limited to:
- 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 investment managers/investment houses and banks in respect to numerous matters including asset allocation, purchase, and sale of shares.
- Liaising with various parties in respect to the purchase and sale of shares, property, artwork etc.
- 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 payment instructions and monitoring of the execution of instructions.
- Preparation of administration instructions such as transfer of shares, agreements, POA’s, COGS etc in respect to actions for companies under the Trust structure.
- Monitoring client assets – liaising with banks and investment advisors where necessary.
- Maintain client data within Viewpoint.
Requirements:
- Business orientated.
- Suitably educated with a high standard of English and mathematics.
- Experience in administering trusts and companies.
- Familiar with trust and company software.
- Ability to identify risks associated with client transactions.
- Familiar with the principles of trust and company administration.
About the Author: 
