Trust Manager

Jersey
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We have a few Trust Manager opportunities, ideal for any Senior Trust Officers looking for their next career move.

The successful candidates will take direct line management responsibility for a team of varying degrees of seniority, supporting and coaching them.  They will have oversight for a large portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients, intermediaries and other stakeholders.

KEY RESPONSIBILITIES:

  • Direct administrative responsibility for trusts, companies or other wealth structures 
  • Interact directly with their clients as required and be responsible for client communication and the statutory maintenance of their own portfolio and portfolios within their team
  • Identify client needs and drive up levels of client service as well as seeking to identify new business opportunities
  • Ensure the Trust team delivers client commitments to agreed deadlines and to a high standard
  • Responsible for client relationships within their team 
  • Achieve personal and team targets as set out for their role for time recording, utilisation and working capital management
  • Support the team and their Director to understand and act upon the profitability of their team’s client book
  • Drive appropriate behaviour and take action to ensure agreed business risk targets are met for their team
  • Ensure the company is compliant with local regulatory requirements 
  • Use technical capability to identify and mitigate risk within the team’s client book
  • The Manager will be expected to take a leading role in ad hoc projects from time to time
  • The Manager will be expected to support their Director stepping in when required at a more senior level

QUALIFICATIONS AND EXPERIENCE:

  • Hold a relevant professional qualification (such as STEP or ICSA or similar), and to be educated to A-Level standards, or equivalent
  • The successful applicant will have minimum six years industry experience of working with High Net Worth clients and on complex structures
  • Demonstrate excellent technical competency
  • Have a sound knowledge of current issues affecting structures and the clients

SKILLS AND ATTRIBUTES:

  • The role holder will have demonstrable experience of coaching and supporting colleagues and thus prior managerial experience is essential
  • Flexible and professional when working under time driven pressures and will have excellent prioritisation and time management skills
  • The successful candidate will be fluent in English and an understanding of other languages is desirable
Permanent
67 days ago
Job Title
Trust Manager
Reference
206
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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