Client Manager - Private Wealth Services

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”