01 Apr 2020

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 various assets
  • Contact with clients
  • 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
  • Focus upon Data Quality within the Trust Management systems
  • Regular collaboration with Trust Accounting Operations for Guernsey, as required
  • Review of financial statements for trusts and companies

The desirable candidate will have the following skills and attributes

  • 10 years’ relevant fiduciary sector experience
  • Good numerical skills and accuracy
  • Strong confirmed knowledge of fiduciary administration and the role of the Trustee would be appreciated
  • Strong understanding of trust & company administration
  • Ability to produce accurate work whilst working to short deadlines and ambitious objectives
  • Be performance/customer-oriented, motivated and able to work under tight deadlines
  • Able to gesture a portfolio of clients with minimal direct supervision
  • Maintain consistent and continuous service across multiple client relationships
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