16 May 2019

Trust Relationship Manager

Ref 31758

A leading global wealth manager with strong banking and asset management capabilities is looking to recruit a Trust Relationship Manager. 

Key duties:

  • Carry out day to day administration of a portfolio of structures holding a diverse range of assets
  • Liaison with investment managers, legal/tax advisors or other third parties regarding client affairs as necessary
  • Consideration of client requests both with regard to tax implications and risk assessment
  • Drafting of Trustee resolutions and company minutes
  • Review of legal agreements and documentation to be executed on behalf of client entities
  • Review of financial statements for trusts and companies

The desirable candidate will have the following skills and attributes:

  • Have at least 3 years’ relevant fiduciary sector experience
  • Good interpersonal skills and communication skills
  • Good numerical skills and accuracy
  • Deep understanding of trust & company administration
  • Ability to work accurately, reliably and with attention to detail
  • Able to manage a portfolio of clients with minimal direct supervision
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