20 May 2020

Associate, Trustee & Client Relationships

Ref 32884

Our client is seeking an Associate, Corporate Trustee & Client Relationships to support a complex portfolio of high value, blue chip clients, covering the spectrum of the business unit's service lines in respect to International Plans, International Savings Plans and other forms of Employee Incentive Plans governed under Trust structures.

The role holder will be the prime point of contact for the outsourced book of Hong Kong client from the company and will be responsible for maintaining and developing the existing relationships as well as actively seeking new opportunities to provide additional employee benefit and wealth management services as required.

In addition the role holder will be a point of contact for clients' advisors and other key targeted advisors and will again be responsible for maintaining and developing these relationships.

The desirable candidate will have the following skills and attributes: 

  • 5+ years proven experience in the pension / retirement scheme arena
  • Understand Corporate Trust Structures and be able to interpret trust deeds and other associated legal documentation
  • Understand UK and Local Pension Regulations / A Day legislation
  • Understand Guernsey Pension Environment and Guernsey Trust Law
  • Awareness of UK tax issues effecting corporate trust arrangements
  • ICSA or STEP qualified or prepared to study
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