Client Relationship Manager (Trusts)

Full Time
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Client Relationship Manager (Trusts)

Job title:                       Client Relationship Manager – Sovereign Trust (Gibraltar) Limited

Pay Band:                    Pay Band 2

Department:               Trust and Company

Reporting to:              Trust Manager – Gibraltar

Location:                      Gibraltar


About Sovereign

Sovereign Gibraltar is headquarters of the Sovereign Group which began in Gibraltar in 1987 and has since grown into one of the largest independent providers of corporate, private client, retirement planning, insurance, and tax services.

With a network of 23 offices spanning Europe, Asia, Africa and the Middle East, Sovereign’s global headcount is now approaching 550. We currently manage over 20,000 structures for a wide variety of clients – companies, entrepreneurs, private investors or ultra to high-net-worth individuals and their families – and have assets under administration in excess of £20 billion.

We pride ourselves on the exceptional breadth and depth of our technical knowledge; our culture is entrepreneurial, but we are fully committed to maintaining compliance and promoting ethical conduct.


Job Purpose:

Primary Purpose: The Client Relationship Manager is responsible for the management of their allocated portfolio of Companies held under Sovereign Trust International and First Rock, reporting to trustees when required.


Primary Objectives:

Management of their allocated portfolio of Trusts and their underlying companies/assets held under Sovereign Trust International and First Rock.

Direct contact with Settlors, Beneficiaries, Protectors, Professional Advisors, and Lawyers in respect to distributions to beneficiaries and additions to the trust fund such as properties and assets.

Exclusion and addition of beneficiaries.

Liaising with investment managers/investment houses and banks in respect to numerous matters including asset allocation, purchase, and sale of shares.

Liaising with various parties in respect to the purchase and sale of shares, property, artwork etc.

Drafting of relevant correspondence and documentation, including Trustee Minutes and Trust documents for actions taken, liaising with in-house legal team for review of drafted documents for approval prior to arranging execution; ensuring a full audit trail is maintained.

Preparation of payment instructions and monitoring of the execution of instructions.

Preparation of Sovereign administration instructions such as transfer of shares, agreements, POA’s, COGS etc in respect to actions for companies under the Trust structure.

Preparation of instructions for Sovereign Banking, Compliance and Accounts in respect to approval for actions to be taken in respect to the Trusts e.g. opening of bank accounts, addition of beneficiaries, preparation of accounts, dividends and solvency.

Monitoring client assets – liaising with banks and investment advisors where necessary.

Liaising with clients and their advisers in respect of service issues, via telephone and email.

Production and submission of regulatory returns – i.e. APT renewal.

Maintain client data within Viewpoint.

Undertake and manage time recording of time spent for the client billing process.

Administering all aspects of Trust take overs and terminations.

Reporting to the Trustees to obtain relevant approvals, liaising with Sovereign Accounts, advisor’s and compliance in respect to reporting requirements.

Conduct initial stages and ‘chasers’ of debt collection.

Assist line Manager with requests for information required for a particular project i.e. 10 year reporting and UK asset reports for HMRC purposes.

Administer ad hoc requests.

Any other tasks as required by your Line Manager or Director.

Key Interfaces:

  • Management
  • Peer group within the department
  • Staff
  • Central services

The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company.  We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). We ensure that no member of staff or any job applicants are treated less favourably than anyone else.

Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.

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