Join a dynamic team at a leading independent professional services firm specialising in high-end fiduciary, corporate, and fund administration services. As a Senior Trust Manager, you will play a crucial role in delivering exceptional client service and maintaining client entities to the highest standards. Don't miss this exciting opportunity to be part of a globally recognised firm dedicated to excellence and innovation.

Our client offers a competitive salary and benefits package, a supportive and collaborative work environment alongside the chance to make a meaningful impact.

KEY RESPONSIBILITIES:

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery
• Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedures
• Support highly effective fiduciary decision making including thorough preparation of comprehensive and considered case input for discussion at internal forums
• Highly effective liaison with third party service providers in execution of client needs
• Up to date and accurate time recording helping to meet utilisation and profitability targets
• Undertake appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team
• Seeing risk review actions through to satisfactory resolution and ensuring all regulatory filings are carried out accurately, and on time
• Skilled mentoring and knowledge share with more junior colleagues

QUALIFICATIONS AND EXPERIENCE:

• Preferably hold a professional qualification (STEP / ICSA / Accountancy)
• 7 – 10 years experience serving HNW international families
• Proven ability in managing complex international fiduciary structures
• Proven ability in working with related industry professionals
• Full understanding of local trust & company legislation and regulatory requirements
• Good understanding of investments, property and other asset classes
• Strong awareness of KYC, AML, CFT and GDPR requirements
• Good knowledge of and experience of working with NavOne

SKILLS AND ATTRIBUTES:

• Highly effective and adaptive interpersonal skills
• Collaborative team player
• Ability to act independently but knowing when to escalate & seek guidance
• Positive collaboration with all Private Wealth colleagues & wider stakeholders