21 Apr 2021

Trust Manager

Ref 33565

A financial and fiduciary services business is seeking a STEP/ICSA qualified professional to join their busy team dealing with private clients. 

Working closely with the Executive Trust team, the role holder will assist with the overall supervision and management of a team, as well as dealing with technical client matters, operations and projects. 

Applicants must have a minimum of 2 years’ Trust Manager experience, strong communication (verbal & written) and interpersonal skills, good CRS/FATCA reporting experience and general investment knowledge and awareness. They must also have strong project management skills for transactions, also anticipating what other deliverables / support may be required (consents, advice, CDD, resourcing).

 

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