22 May 2020

Trust Relationship Manager

Ref 33037

Our client is seeking a highly experienced Trust Relationship Manager, to be the Head of the Ultra High Net Worth team, managing a small team of six staff. To take overall responsibility for the client relationships managed by the team members, providing support and guidance where required and undertake the following duties:

  • Directly responsible for a small portfolio of UHNW clients
  • Attend meetings within Europe with clients, their advisers, senior family office staff, and bank relationship managers
  • Ensure the team delivers and attains its Key Performance Indicators
  • Ensure adequate risk management and control within the team
  • To be a member of, and attend the bi-monthly meetings of, the Executive Management Committee of the company
  • Ensure successful project implementation within the team and assist with wider company projects

The desirable candidate will have a minimum of 10 years relevant experience, potentially with previous exposure to a multinational organisation, have completed relevant University degree, Master's degree, or equivalent, (i.e. BA/BSc/MA/MSc or equivalent), BSc (Hons) Management of Trusts and Estates/STEP Diploma/ ICSA-ACIS and have good communication and strong problem solving and analytical skills

 

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