15 Jul 2024

Relationship Manager

Ref 36952

Are you self-motivated and conscientious? A financial services business is seeking a Relationship Manager/Senior Trust Officer, to provide a high-quality service to their clients within the fiduciary team. This role touches on all elements of finance including banking, fiduciary, custody, and funds.

The role is primarily fiduciary-focused, and candidates are expected to know fiduciary duties and applicable regulatory requirements. Applicants will have a keen interest in financial markets and investment assets, including private equity, hedge funds, and real estate. The candidate will also be required to act as signatory, review financial statements, and manage a portfolio of company and trust structures, whilst ensuring adherence to regulatory requirements.

Applicants must have Trust experience, develop, and maintain technical knowledge of products and services, have excellent organisational skills,and be able to prioritise competing demands. You will already be team-focused, qualified, working towards, or keen to start a professional ICSA or STEP qualification, or be someone with relevant experience who wishes to take on study further study.

Contact our team to find out more!

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