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Relationship Manager - Client Services (O911370)

Douglas, Isle of Man

Accounting & Finance

Salary DOE plus benefits package

Full time / Permanent

Job description


Our Douglas-based client is a financial service provider focused on delivering peace of mind and a trusted relationship to their domestic and international clients. An opportunity has arisen within their Trust and Corporate Team for an experienced Relationship Manager.

Role Profile

You will responsible for a portfolio of fiduciary structures in addition to training and assisting junior administrators with technical issues, work prioritisation etc. and team projects

Key duties and responsibilities will include:

  • Act as primary contact with clients who have fiduciary structures managed by the company and coordinating the affairs of those structures
  • Manage direct relationships with clients and the clients' trusted third-party advisers and be able to work accurately and reliably with high attention to detail
  • Responsible for regulatory and legal compliance is an important element of the work
  • Strong written and verbal communication skills are essential, as well as good organisational and project management skills for client transactions
  • Build and maintain relationships with clients, settlors, beneficiaries and their advisors
  • Consider tax and legal issues arising and seeking appropriate advice and guidance either internally or externally as appropriate
  • Consider AML and CFT issues and related day to day administration activities
  • Compliance with internal administration policies and procedures
  • Liaise with other team members and departments within the business to ensure a professional service is provided to clients
  • Liaise with intermediaries (including Banks, Solicitors, Investment Advisors, etc.)
  • Review onboarding new business introductions in line with internal policies and procedures
  • Preparation of correspondence
  • Preparation of statutory forms
  • Preparation of director and shareholder minutes / resolutions
  • Preparation of trustee minutes and resolutions
  • Preparation of payments / electronic payments
  • Input of statutory / client information into electronic databases
  • Bookkeeping
  • VAT Work, if necessary
  • Recording chargeable and non-chargeable time against client matters
  • Provide training and assistance to junior administrators and monitoring performance
  • General office administration tasks on an ad-hoc basis

Person Profile

  • You will ideally have a minimum of five years' experience in trust and corporate structures
  • Hold or be studying toward a relevant qualification such as STEP or ICSA, or be willing to study towards this

We are sorry but applications for this job have closed.