Client manager private wealth services

Client Manager - Private Wealth Services Location: London Type: Full Time - Office Base Salary: Up to GBP70K 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: #x25CF; To support the company accounting department including the preparation of accounts for trusts and overseas entities. #x25CF; To maintain client financial records. #x25CF; To research tax requirements and to advise clients on the results. #x25CF; To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline. #x25CF; To assist the Managing Director with key clients #x25CF; 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. #x25CF; To ensure clients rsquo; compliance files are adequately maintained. #x25CF; To correspond with HMRC on a variety of matters. #x25CF; To interact with business partners and providers in Europe and worldwide. #x25CF; 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. #x25CF; Strong involvement with business development, participation in marketing the business, and taking on the process of any new business. Personal Specification: #x25CF; At least 5/10 years rsquo; experience in a Trust Company or a Multifamily Office or International Chartered Accountancy. #x25CF; Accountancy firm experience. #x25CF; Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field. #x25CF; A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax. #x25CF; Fully conversant with profit and loss statements and budgeting. #x25CF; Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting. #x25CF; Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents. #x25CF; Demonstrable high-level understanding of the trust administration business, industry trends, and best practices. #x25CF; Excellent knowledge of accounting and VAT. #x25CF; Excellent technical and working knowledge of complex Fiduciary Structures. #x25CF; Excellent working knowledge of Company and Trust law and statutory and regulatory obligations. #x25CF; Ability to consider tax and legal implications of transactions. #x25CF; Technical knowledge of statutory filing requirements. #x25CF; Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially). Qualifications: #x25CF; Master #39;s degree in Economics, Finance, Law, or professional equivalent #x25CF; Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable. Benefits: #x25CF; Competitive salary #x25CF; Discretionary bonus. #x25CF; Company pension #x25CF; Free or subsidised travel #x25CF; Private dental insurance #x25CF; Private medical insurance Schedule: #x25CF; Monday to Friday To apply: Interested? If so, please send your full CV by clicking ldquo;apply