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Accountant - Client Manager - Private Wealth Services Location: London Type: Full Time - Office Base Salary: Up to £70K Client Profile: Gurler Mae is proud to announce, that we are searching for an Accountant - Client Manager on behalf of our client. This opportunity is offered on a full-time and permanent basis. As an Accountant - Client Manager, the role involves managing a portfolio of clients/structures across various jurisdictions in direct contact with clients regularly: this includes responsibility for all aspects of the day-to-day management of a portfolio of clients/structures and maintaining relationships with clients while providing them high levels of services. Primary Duties: ● To support the company accounting department including the preparation of accounts for trusts and overseas entities. ● To maintain client financial records. ● To research tax requirements and to advise clients on the results. ● To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline. ● To assist the Managing Director with key clients ● Involvement with the set-up and management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies. ● To ensure clients’ compliance files are adequately maintained. ● To correspond with HMRC on a variety of matters. ● To interact with business partners and providers in Europe and worldwide. ● To build and maintain the high standard and development of the company and to contribute to winning new clients and managing the successful delivery of projects ensuring technical excellence. ● Strong involvement with business development, participation in marketing the business, and taking on the process of any new business. Personal Specification: ● At least 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy. ● Accountancy firm experience. ● Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field. ● A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax. ● Fully conversant with profit and loss statements and budgeting. ● Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting. ● Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents. ● Demonstrable high-level understanding of the trust administration business, industry trends, and best practices. ● Excellent knowledge of accounting and VAT. ● Excellent technical and working knowledge of complex Fiduciary Structures. ● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations. ● Ability to consider tax and legal implications of transactions. ● Technical knowledge of statutory filing requirements. ● Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially). Qualifications: ● Master's degree in Economics, Finance, Law, or professional equivalent ● Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable. Benefits: ● Competitive salary ● Discretionary bonus. ● Company pension ● Free or subsidised travel ● Private dental insurance ● Private medical insurance Schedule: ● Monday to Friday To apply: Interested? If so, please send your full CV by clicking “apply”
Job description: Business development executive should assist in the development and implementation of projects which aim to elicit the preferences and requirements of consumers, businesses and other specified target groups so that suppliers may meet these needs. Tasks required by this job include: • Collaborating on the concept, development and implementation of business development, marketing plans and strategies, product concepts and promotional programs driving interest and sales. • Ensuring distribution of internal and external marketing materials and communications. • Understanding and maintaining the corporate brand in all marketing initiatives and campaigns. • Taking ownership of and evaluate business campaigns, advertising, and optimisation metrics to ensure campaigns are effective - reacting quickly and revising campaigns where needed to ensure that trends are acted upon to maximize accomplishing business • goals. • Conducting market research, including the creation, sourcing and utilization of key focus groups and questionnaires which can help the business to grow. • Developing relationships with and working alongside creative teams, marketing agencies, suppliers, and contractors to effectively promote sales or brand awareness through bespoke marketing campaigns. • Helps in new product launch. • Help the business to grow in the most economic and efficient manner. • Designing and executing social media and online activity, writing creative copy, content strategy and implementation. • Help with business development plans, direct marketing and campaigns • Work closely with creative agencies to design marketing materials such as brochures and adverts • Arrange the effective distribution of marketing materials • Maintain and update customer databases conduct market research, for example using customer questionnaires and focus groups • Develop relationships with key stakeholders, both internal and external. • Develop and implement a marketing strategy (often as part of a wider sales and marketing program). • Track marketing performance and return on investment and prepare weekly or monthly reports for management monitor and report on competitor activity, lead external agencies, when appropriate, to effectively manage events, press relationships, editorial requests, presentations, promotional materials, and online activities • Oversee and manage the marketing budget. The employees will need to have for Business Development Executive: 1. Good working knowledge of all core marketing and business development areas, including content marketing, copywriting, multi-media, print, digital, social media, direct marketing, and promotional marketing. 2. Excellent time business management and prioritization capabilities, coupled with the ability to simultaneously control various projects. 3. The ability to process, delegate and prioritize tasks in an organized and proactive manner. 4. Knowledge about managing registration documents and files and full understanding of this process in the territory 5. Communication and interpersonal skills 6. The ability to use software packages including Office 365, Excel, Word, PowerPoint etc. 7. Analytical and strategic thinking 8. Drive and self-motivation 9. A flexible approach to work 10. The ability to work well under pressure 11. Teamwork and the ability to foster good working relationships 12. Influencing and negotiation skills 13. Creativity, writing and design skills 14. Commercial awareness
3543 - Business development executive, the employee will be required as follows: Job description: Business development executive should assist in the development and implementation of projects which aim to elicit the preferences and requirements of consumers, businesses and other specified target groups so that suppliers may meet these needs. Tasks required by this job include: · Collaborating on the concept, development and implementation of business development, marketing plans and strategies, product concepts and promotional programs driving interest and sales. · Ensuring distribution of internal and external marketing materials and communications. · Understanding and maintaining the corporate brand in all marketing initiatives and campaigns. · Taking ownership of and evaluate business campaigns, advertising, and optimisation metrics to ensure campaigns are effective - reacting quickly and revising campaigns where needed to ensure that trends are acted upon to maximizeaccomplishing business · goals. · Conducting market research, including the creation, sourcing and utilization of key focus groups and questionnaires which can help the business to grow. · Developing relationships with and working alongside creative teams, marketing agencies, suppliers, and contractors to effectively promote sales or brand awareness through bespoke marketing campaigns. · Helps in new product launch. · Help the business to grow in the most economic and efficient manner. · Designing and executing social media and online activity, writing creative copy, content strategy and implementation. · Help with business development plans, direct marketing and campaigns · Work closely with creative agencies to design marketing materials such as brochures and adverts · Arrange the effective distribution of marketing materials · Maintain and update customer databases conduct market research, for example using customer questionnaires and focusgroups · Develop relationships with key stakeholders, both internal and external. · Develop and implement a marketing strategy (often as part of a wider sales and marketing program). · Track marketing performance and return on investment and prepare weekly or monthly reports for management monitor and report on competitor activity, lead external agencies, when appropriate, to effectively manage events, press relationships, editorial requests, presentations, promotional materials, and online activities · Oversee and manage the marketing budget. The employees will need to have for Business Development Executive: Good working knowledge of all core marketing and business development areas, including content marketing, copywriting, multi-media, print, digital, social media, direct marketing, and promotional marketing. Excellent time business management and prioritization capabilities, coupled with the ability to simultaneously control various projects. The ability to process, delegate and prioritize tasks in an organized and proactive manner. Knowledge about managing registration documents and files and full understanding of this process in the territory Communication and interpersonal skills The ability to use software packages including Office 365, Excel, Word, PowerPoint etc. Analytical and strategic thinking Drive and self-motivation A flexible approach to work The ability to work well under pressure Teamwork and the ability to foster good working relationships Influencing and negotiation skills Creativity, writing and design skills Commercial awareness
Job description: Business development executive should assist in the development and implementation of projects which aim to elicit the preferences and requirements of consumers, businesses and other specified target groups so that suppliers may meet these needs. Tasks required by this job include: · Collaborating on the concept, development and implementation of business development, marketing plans and strategies, product concepts and promotional programs driving interest and sales. · Ensuring distribution of internal and external marketing materials and communications. · Understanding and maintaining the corporate brand in all marketing initiatives and campaigns. · Taking ownership of and evaluate business campaigns, advertising, and optimisation metrics to ensure campaigns are effective - reacting quickly and revising campaigns where needed to ensure that trends are acted upon to maximizeaccomplishing business · goals. · Conducting market research, including the creation, sourcing and utilization of key focus groups and questionnaires which can help the business to grow. · Developing relationships with and working alongside creative teams, marketing agencies, suppliers, and contractors to effectively promote sales or brand awareness through bespoke marketing campaigns. · Helps in new product launch. · Help the business to grow in the most economic and efficient manner. · Designing and executing social media and online activity, writing creative copy, content strategy and implementation. · Help with business development plans, direct marketing and campaigns · Work closely with creative agencies to design marketing materials such as brochures and adverts · Arrange the effective distribution of marketing materials · Maintain and update customer databases conduct market research, for example using customer questionnaires and focusgroups · Develop relationships with key stakeholders, both internal and external. · Develop and implement a marketing strategy (often as part of a wider sales and marketing program). · Track marketing performance and return on investment and prepare weekly or monthly reports for management monitor and report on competitor activity, lead external agencies, when appropriate, to effectively manage events, press relationships, editorial requests, presentations, promotional materials, and online activities · Oversee and manage the marketing budget. The employees will need to have for Business Development Executive: Good working knowledge of all core marketing and business development areas, including content marketing, copywriting, multi-media, print, digital, social media, direct marketing, and promotional marketing. Excellent time business management and prioritization capabilities, coupled with the ability to simultaneously control various projects. The ability to process, delegate and prioritize tasks in an organized and proactive manner. Knowledge about managing registration documents and files and full understanding of this process in the territory Communication and interpersonal skills The ability to use software packages including Office 365, Excel, Word, PowerPoint etc. Analytical and strategic thinking Drive and self-motivation A flexible approach to work The ability to work well under pressure Teamwork and the ability to foster good working relationships Influencing and negotiation skills Creativity, writing and design skills Commercial awareness