Our client is seeking an exceptional Trust Manager to provide technical guidance and administration for a designated portfolio of trust and pension clients. With a blend of technical expertise and client-focused service, you will manage a range of international wealth structures, including trusts, companies, and pensions, while ensuring compliance with internal procedures and regulatory standards. This role is ideal for a professional with over a decade of experience, particularly in pensions, and a relevant certification.
Job Duties:
- Provide technical guidance on establishing and administering international wealth structures (including trusts, companies, and pensions) to optimise asset protection, inheritance protection, and tax efficiency.
- Maintain and manage client portfolios, ensuring high-quality service delivery and addressing clients' needs in a timely manner.
- Ensure clients experience exceptional service at every touchpoint, from initial interaction to ongoing service.
- Strengthen client relationships and generate new business by meeting with clients and professional advisors.
- Formulate and deliver proactive solutions to client issues, escalating when necessary.
- Attend client meetings, liaising with advisors such as bankers, lawyers, accountants, and consultants, in line with service level agreements.
- Coordinate mandate-specific transactions in a timely manner with relevant parties.
- Ensure compliance with internal and regulatory procedures, maintaining accurate client data and up-to-date systems.
- Oversee Customer Due Diligence processes and sign off on relevant documentation.
- Maintain statutory records and handle filings with relevant company registries.
- Conduct periodic client reviews, ensuring that action points are addressed within required timeframes.
- Maximise client profitability and support the Head of Client Services in client retention and growth.
- Manage cash collection and debtor control, escalating issues according to policy.
- Handle written correspondence for assigned portfolios.
- Oversee client onboarding, ensuring procedures and risk reviews are followed.
- Prepare accurate minutes, legal correspondence, and transaction documents.
- Collaborate with finance teams on financial statements, accounts, and debtor management.
- Hold a Prescribed Position with the Guernsey Financial Services Commission.
- Authorise client payments and act as an authorised signatory for board committees.
- Provide supervision, training, and technical guidance to colleagues.
- Motivate and mentor staff, fostering a positive organisational culture.
- Support business development through sales targets and generating new business leads.
- Meet deadlines for assigned portfolios and maintain accurate time records.
Job Requirements:
- Relevant professional certification.
- Over 10 years of experience, with pensions experience preferred.
- Proficiency in Excel, Word, and Outlook.
- Strong communication and analytical skills.
- Detail-oriented with the ability to build positive client relationships.
What You’ll Love:
Our client offers a collaborative and dynamic environment where your contributions will directly impact the success of the team and the organisation. You will have access to a comprehensive benefits package and support from leadership to help you thrive in your role. The opportunity to work with a diverse portfolio of clients, combined with the flexibility to develop professionally, makes this a rewarding career move. The company fosters a culture of inclusivity and aims to provide the resources for personal and professional growth.
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