Relationship Manager-Trusts
Job Location:
Gibraltar
Job Type:
Full Time, Permanent Job Information:
Our client, a wealth management company based in Gibraltar is looking to recruit a Client Relationship Manager to join their Trust team.
The main responsibility will be to manage a portfolio of companies and trusts on behalf of their clients. Specific duties will include;
Acting as primary contact for clients who have structures administered and managed by the company
Managing tasks required
Building and maintaining relationships
Managing trusts
Dealing with administrative tasks relating to trusts
Chasinf debtors
Liaising with other departments
Recording chargeable and non-chargeable time against client matters
Previous experience of account management and a sound knowledge of trusts are essential.
Knowledge of STEP and/or ICSA also required