Trust Manager
Job Description:
An award-winning, independent, trust and private office company with offices in Jersey, London, Geneva and Mauritius are hiring.
About the role
The Manager will have solid experience in the trust and fiduciary industry and will be able to manage the delivery of activity and transactions for their portfolio, under the direction and oversight of their Associate Director / Client Director.
The Manager will also oversee the work of more junior members of the team, delegate tasks and review performance. They may also have people management responsibilities.
Key responsibilities include:
- Take responsibility for the administration of a portfolio of clients, while maintaining and developing relationships with new and existing clients
- Ensure all transactions are properly authorised and recorded with due regard to risk
- Manage trust and company portfolios which contain complex structures, and assets such as properties, investments portfolios, vehicles etc
- Ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet, and that utilisation is chargeable to the client (and recoverable)
- Provide support, coaching and performance management to the team and ensure the Associate Director and/or Client Director are well informed and consulted
- Build and strengthen relationships with key clients and intermediaries and identify new ideas in relation to products and services which may be offered by the Company
- Ensure all business is conducted in accordance with the policies and procedures of the Company and the rules, guidelines and expectations of the local regulator
About you
- People and leadership skills to include developing and mentoring of others
- Strong client relationship management skills understanding clients needs and wishes, and ensure long-term sustainable relationship is built, being decisive for the clients
- Knowledge of all aspects of company and trust administration including nuances and statutory requirements of the major offshore jurisdictions used in connection with clients structures
- Regulatory knowledge understanding of the rules, guidelines and expectations of the local regulator (JFSC)
- Ability to identify and manage any relevant business risks
- Commercial mindset on the profitability of the client portfolios and the evolution of the commercial relationship
- Ability to prioritise own workload and delegation to others to exceed client service delivery standards
- Self-motivated with excellent communication skills
- Strong analytical and problem-solving skills
- Methodical, thorough and attentive to detail
- Microsoft Office competency
- Business Central experience is advantageous
Sorry No Sponsorship available
Required Skills:
Management Skills Delegation Oversight Service Delivery Structures Investments People Management Hiring Mentoring Performance Management Communication Skills Coaching Administration Business Microsoft Office Leadership Communication Management