09 Dec 2024

Relationship Manager

Ref 37229

Do you have at least 1 year's technical trust experience including the management of a varied portfolio of client entries? Do you have an understanding of relevant anti-money laundering legislation? If so, you could be the perfect person to take on this Relationship Manager role where you will be a primary client contact for a varied portfolio of Trusts, Companies, and other wealth structuring vehicles. 

General responsibilities:

  • Performing day-to-day administrative tasks on a portfolio of trust corporate client entities
  • Ensuring client/internal requests are actioned in a prompt and professional manner. 
  • Performing periodic reviews of client entities and ensuring regulatory requirements are complied with. 
  • Ensure debtors are cleared in accordance with the agreed target.

If you feel you could take on these responsibilities and would like to see the full job description, then please submit your CV over our website today! 

 

 

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