Senior Trust Manager
Job Description:
Salary £85,000 + great benefits package
KEY ACCOUNTABILITIES:
- 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 procedure
- Delivery of all client work and contact in line with HIGHVERN vision and values and expected service standards, ensuring KPIs are up to date at all times.
- Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
- Support highly effective fiduciary decision making including thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary.
- Highly effective liaison with 3rd party service providers in execution of client needs and build of those relationships in support of future referrals.
- Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings.
- Undertaking 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 Client Management and Administration colleagues; role modelling appropriate group behaviours.
SKILLS, KNOWLEDGE & EXPERIENCE REQUIRED:
- 7 10 yrs. experience serving HNW international families
- Good understanding of the issues facing HNW families and their structures
- Proven ability in managing complex international fiduciary structures
- Proven ability in working with related industry professionals
- Full understanding of local trust & co. legislation and regulatory requirements
- Good understanding of investments, property and other asset classes
- Highly effective and adaptive interpersonal skills
- Collaborative team player
- Strong awareness of KYC, AML, CFT and GDPR requirements
- Good knowledge of and experience of working with NavOne
- Good knowledge of doc. management principles and core MS Office apps
PREFERRED MINIMUM QUALIFICATIONS: One of the following
- STEP
- ICSA
- Accountancy
- Legal
Sorry no sponsorship
Required Skills:
KYC Legislation Regulatory Requirements Service Delivery Service Providers Structures Referrals Investments Mentoring Reviews Travel Directors Interpersonal Skills MS Office Records Administration Preparation Maintenance Business Communication Management