Details:
- Salary: £50,000 - 70,000 - Annum
- Location: London
- Date: 1 month ago
Description:
Client Manager - Private Wealth Services
Location: London
Type: Full Time - Office Base
Salary: Up to £70K
Client Profile: Gurler Mae is proud to announce, that we are searching for a Client Manager Private Wealth Services on behalf of our client.
This opportunity is offered on a full-time and permanent basis.
As a Client Manager, the role involves managing a portfolio of clients/structures across various jurisdictions in direct contact with clients regularly: this includes responsibility for all aspects of the day-to-day management of a portfolio of clients/structures and maintaining relationships with clients while providing them high levels of services.
Primary Duties:
● To support the company accounting department including the preparation of accounts for trusts and overseas entities.
● To maintain client financial records.
● To research tax requirements and to advise clients on the results.
● To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline.
● To assist the Managing Director with key clients
● Involvement with the set-up and management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies.
● To ensure clients’ compliance files are adequately maintained.
● To correspond with HMRC on a variety of matters.
● To interact with business partners and providers in Europe and worldwide.
● To build and maintain the high standard and development of the company and to contribute to winning new clients and managing the successful delivery of projects ensuring technical excellence.
● Strong involvement with business development, participation in marketing the business, and taking on the process of any new business.
Personal Specification:
● At least 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy.
● Accountancy firm experience.
● Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field.
● A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax.
● Fully conversant with profit and loss statements and budgeting.
● Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting.
● Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents.
● Demonstrable high-level understanding of the trust administration business, industry trends, and best practices.
● Excellent knowledge of accounting and VAT.
● Excellent technical and working knowledge of complex Fiduciary Structures.
● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations.
● Ability to consider tax and legal implications of transactions.
● Technical knowledge of statutory filing requirements.
● Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially).
Qualifications:
● Master's degree in Economics, Finance, Law, or professional equivalent
● Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable.
Benefits:
● Competitive salary
● Discretionary bonus.
● Company pension
● Free or subsidised travel
● Private dental insurance
● Private medical insurance
Schedule:
● Monday to Friday
To apply:
Interested? If so, please send your full CV by clicking “apply