X-780 Client Relationship Manager (Gibraltar)

Adecco is seeking a Client Relationship Manager to oversee an assigned portfolio of companies and assets within an international leader in corporate and fiduciary services.

Main Responsibilities:Managing an assigned portfolio of companies and underlying assets.Direct interaction with settlors, beneficiaries, professional advisors, and lawyers to manage distributions, additions of assets, and the inclusion/exclusion of beneficiaries.Coordinating with investment managers, banks, and other parties for the purchase and sale of shares, properties, and other assets.Drafting correspondence and documentation, including trustee minutes and legal documents, ensuring a full audit trail.Preparing and monitoring payment instructions and administrative actions.Maintaining accurate client data within internal systems.Producing and submitting regulatory reports.Managing the billing process, including time-recording activities.Overseeing the onboarding and termination of trusts.Monitoring and supervising assets, liaising with banks and advisors as needed.Handling ad hoc requests and tasks assigned by the manager or director/a.Supporting information collection for specific projects (e.g., UK asset reporting for HMRC or 10-year reviews).Following up on outstanding debt collection.Coordinating with other departments, including Accounts, Compliance, and Banking, to approve trust-related actions (e.g., opening bank accounts, preparing accounts, etc.
).En Adecco creemos en la igualdad de oportunidades y apostamos por el Talento Sin Etiquetas.

#J-18808-Ljbffr