Purpose of the role:
As the Manager, you will be the principal contact for a portfolio of employee share trusts and responsible for maintaining positive client and intermediary relationships. You will also assist with team business development initiatives.
Responsibilities:
- Manage the day-to-day activity of a portfolio of employee shares trusts, in conjunction with share trust team colleagues and various internal administration and support teams
- Liaise with clients, their advisors and third parties
- Dealing with the acquisition of trust shares and the subsequent distribution of shares on the vesting of plan awards, including the sale and transfer of shares
- Attendance at trustee meetings, review of associated documentation and drafting of subsequent minutes, instructions, etc.
- Manage the onboarding of new clients and the establishment of their employee share trusts, in accordance with applicable policies and procedures
- Conduct client reviews, refresh KYC held and clear any identified action points
- Participate in team business development initiatives, to include: attending industry events, meeting with potential referrers of new business opportunities and preparing and proposals
Skills required:
- Experience of managing a portfolio of employee share trusts
- Experience of participating in employee share trust business development initiatives and activities, or a willingness to do so
- Prepared to travel to meet with clients, their advisors and to attend industry events
- Able to work as part of a team and with a range of both internal and external parties
- Good organisational skills and ability to delegate
- Hold or studying for a relevant professional qualification, or prepared to consider doing so (e.g. Corporate Governance Institute Certificate in Employee Share Plans)