ROLE OVERVIEW
PURPOSE OF JOB
The Manager will be the principal contact for a portfolio of employee share trusts and responsible for maintaining positive client and intermediary relationships. The Manager will also assist with team business development initiatives.
MAIN
RESPONSIBILITIES AND DUTIES
- 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 JTC 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 of proposals.
- Develop an ability to inspire and motivate the team and the wider Group to sustain the Group’s unique stakeholder culture and adherence to the core competencies.
- Develop self, and ensure knowledge in relevant field at all times.
- Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
- Adhere to the JTC core values and expected behaviours.
- Any other duties as deemed necessary or defined by Management and/or Group Board.
ESSENTIAL REQUIREMENTS
- Experience of managing a portfolio of employee share / benefit trusts (for both listed and private corporate clients).
- Confident in liaising with clients, their advisors and other involved third parties.
- Able to travel to client / intermediary meetings and attend industry events, as required.
- Ability to work collaboratively as part of the Share Trust Team and more widely with other JTC colleagues.
- 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).