Manager

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.