25 Sep 2019

Trust Relationship Manager

Ref 32700

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.
  • Ensure adequate risk management and control in Trust administration team, satisfying fiduciary and regulatory obligations whilst delivering the required service quality levels.
  • Liaison with Relationship Managers, investment managers, legal/tax advisors or other third parties regarding client affairs as necessary 
  • Drafting of Trustee resolutions and company minutes.
  • Review of legal agreements and documentation to be executed on behalf of client entities.
  • Review of financial documents for trusts and companies.

Applicants must have 5 years' relevant fiduciary sector experience, have strong interpersonal skills, good numerical skills and accuracy and have a strong demonstrable knowledge of fiduciary administration and the role of the Trustee. The successful role holder must also possess strong relationship building, influence and consultation skills. 

 

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