Our client is seeking a Manager for their team. This permanent, hybrid role requires an individual to manage a portfolio of employee share trusts, maintain client relationships, and support business development initiatives. The role offers flexibility, with opportunities for both office and remote work. Click here to read more.
Job Duties:
- Manage the day-to-day activity of a portfolio of employee share trusts alongside the team and internal support teams.
- Liaise with clients, advisors, and third parties to ensure smooth administration of trusts.
- Oversee the acquisition and distribution of trust shares, including sale and transfer upon vesting of plan awards.
- Attend trustee meetings, review documentation, and draft minutes and instructions.
- Manage onboarding for new clients and establish employee share trusts in line with company policies.
- Conduct client reviews, refresh KYC records, and address any action points.
- Participate in business development, attending industry events, meeting with potential referrers, and preparing proposals.
- Develop and inspire the team to align with the Group’s stakeholder culture and core competencies.
- Maintain up-to-date knowledge in the relevant field and adhere to risk, compliance, and AML requirements.
- Perform any other duties as assigned by management.
Job Requirements:
- Hold or be studying for a relevant professional qualification e.g. Corporate Governance Institute Certificate in Employee Share or willingness to pursue one.
- Experience managing a portfolio of employee share or benefit trusts for both listed and private clients.
- Confidence in liaising with clients, advisors, and third parties.
- Ability to travel for client and intermediary meetings and attend industry events.
- Strong organisational skills with the ability to delegate effectively.
- Collaborative team player, working well within the team and across departments.
What You’ll Love:
This role offers the chance to work within a highly regarded institutional client services provider, managing key client relationships while contributing to business growth. You’ll benefit from the hybrid work structure, providing flexibility in your schedule, and have opportunities for professional development through support for further qualifications. The position is ideal for someone looking to thrive in a collaborative environment with opportunities for travel and career progression.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
