30 May 2023


Ref 36041

Are you an experienced Trust Officer looking for a new challenge? A leading finance company is seeking a Manager to join their Private Client Services team.

As the Manager, you will oversee the effective management of a team, ensuring a professional and comprehensive trustee and administration service is provided to existing and prospective clients, as well as acting as the daily point of contact for these clients.

Key duties:

  • Administering and monitoring a varied client portfolio.
  • Reviewing client accounts and structures to mitigate risk exposure.
  • Preparing management reports for meetings.
  • Managing and training team members including appraisals and performance management reviews
  • Promoting services and identifying new business opportunities.

The successful candidate will have a passion for delivering exceptional client service, have an excellent track record in trust and be ACCA/ICSA/ACA qualified.

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