Company

Gurler Mae RecruitmentSee more

addressAddressLondon, England
type Form of workPermanent
salary Salary£50,000 - £70,000/annum
CategoryBanking

Job 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 ManagerPrivate 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”

Refer code: 3382439. Gurler Mae Recruitment - The previous day - 2024-05-25 13:25

Gurler Mae Recruitment

London, England
Jobs feed

Graduate Teaching Assistant- Oldham- September Start

Aspire People

Manchester, Greater Manchester

£100/day

Senior Administrator

Connex Education

Durham, England

Aspiring Youth Outreach Worker

Academics Ltd

Luton, Bedfordshire

£440 - £500/week

Teaching Assistant - Sefton

Milk Education

Sefton, Merseyside

£92.49 - £98/day

SEND Teaching Assistant - Lewisham

Empowering Learning

Lewisham, Greater London

£95 - £100/day Benefits

1:1 SEN Teaching Assistant

Connex Education

Nuneaton, Warwickshire

£70 - £95/day

SEND Support Workers and Teaching Assistants

Empowering Learning

London, England

£80 - £90/day

SEN Teaching Assistant

Teacheractive

Newcastle upon Tyne, Tyne and Wear

£80 - £100/day

SEN Teaching Assistant

Education Network Newcastle

South Shields, Tyne and Wear

£85 - £95/day

SEN Teaching Assistant

Veritas Education Recruitment

Sheffield, South Yorkshire

£83 - £95/day

Share jobs with friends

Related jobs

Client Manager - Private Wealth Services

Client Services Manager

Search

£50,000/annum 10% Bonus

London, England

5 days ago - seen

Head of Client Services (Senior Account Manager)

Rise Technical Recruitment

£70,000 - £90,000/annum Commission, Bonus, Car

London, England

3 weeks ago - seen

Manager, Client Services

Insights Driven Research

£35,000 - £45,000 a year

London, England

a month ago - seen

Client Advisor / Account Manager

Lavanda Ventures Ltd.

London, England

a month ago - seen

Client Service Coordinator - Order Management (Scandinavian)

Language Recruitment Services Ltd

Competitive salary

London, England

a month ago - seen

German speaking Client Service Coordinator - Order Management

Language Recruitment Services Ltd

Competitive salary

London, England

a month ago - seen

Client Services Manager

Primus Connect

£45,000 - £65,000/annum Bonus, Pension, Remote First

London, England

a month ago - seen

Client Development Manager

Hearst Media Services

Full-time

London, Greater London

2 months ago - seen

Client Services Manager

Stafforce Recruitment

£28,000 - 35,000 - Annum

Mitcham, Greater London

2 months ago - seen

Client Services Director - Space House

Savills Management Resources

£85,000 a year

London, Greater London

3 months ago - seen

Marketing Manager, Advisors Client Services

Mastercard

Full-time

London, England

3 months ago - seen

Client Service Manager

Transact

£33,000 per annum

London, England

3 months ago - seen

Client Services Manager, Cross Border Payments

Visa

Permanent

London, England

3 months ago - seen

Client Liaison Manager

Avery Healthcare

£32000.0 - 35000.0 Per year

London, Greater London

3 months ago - seen

Client Services Manager

Pdsa

£27,720 - £28,484 a year

London, Greater London

3 months ago - seen

Private Client Advisor (HNW/UHNW), FinTech, London

Bvv Pension Management Gmbh

Permanent, Full-time

London, England

3 months ago - seen

Analyst, KYC Renewals - Client Management Services

Mufg - United Kingdom

London, Greater London

3 months ago - seen