Client Services relationship manager 0412

Trusts
• Provide technical legal support to the Private Clients Transactional Services team on tax and other issues, including advice on the
establishment and administration of trusts to ensure that such structures are implemented correctly;
• Have experience in the drafting and interpretation of contracts, especially trust deeds and ancillary trust documentation;
• Provide backup to the Private Clients Transactional Services team in the provision of all trust related services offered by Maitland;
• Keep abreast of new developments and legislation which have an influence on the activities within the Private Clients
Transactional Services team;
• Have the ability to provide backup to the Manager - Private Clients Transactional Services.
Business development
• Work with the New Business Development team and other colleagues to:
• Establish a regularly updated database of existing Private Client opportunities prioritised by prospective rankings.
• Assist in the development of a Private Client communication strategy to enhance the cross selling opportunities;
• Assist in the promotion of the Maitland service catalogue to existing clients and in the development and maintenance of the
marketing, sales and product information packs targeted at the defined service offering;
• Explain the respective services and related procedures clearly and simply to clients whilst promoting Maitland’s brand values;
• Work with the centralized marketing function to ensure appropriately targeted marketing and profile raising activities.
General
• Maintain professional working relationships with other service areas within Maitland;
• Develop a good understanding of Maitland’s systems and where required use the systems to ensure service delivery to the client.
Skills and experience required
The successful candidate will have:
Personal attributes
• A service-orientated, dynamic, people’s person with ability to build the business;
• The ability to deal with clients empathetically and patiently in potentially emotional situations whilst maintaining a professional
manner at all times – to be ‘the shoulder to cry on’ during the deceased estates administration process;
• Excellent communication and interpersonal skills;
• A high degree of diplomacy, tolerance, natural confidence and enthusiasm;
• A track record of successfully working within a team;
• The ability to work in a pressurised and demanding environment;
• The ability to remain highly motivated and focused towards the key measurements of the job.
Business skills/experience
• A sound knowledge of fiduciary services including tax, estate planning, Wills drafting and deceased estates and trust
administration is essential;
• Drafting of Wills, trusts and related documentation as well as any legal agreements or other documentation which may be
required connection with deceased estates and trusts under administration;
• Able to work with teams involved in multiple disciplines across different locations;
• The ability to deal with both operational/procedural and client issues;
• A good working knowledge of MS office and IT packages (particularly LegalEase or a similar deceased estates administration
programme);
• The ability to take ownership of individual issues and ensure they are resolved to the satisfaction of the client and Maitland.
Industry skills/experience
• Must demonstrate a consciousness and awareness of our market intelligence and an ability to build the business;
• Solid track record of:
• Consulting with clients, Wills drafting, estate planning and deceased estates and trust administration processes and procedures;
• Exposure to insourcing processes and strategies.
2
1202