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).