Our client is seeking a Trust Manager to oversee a portfolio of complex, high-net-worth private wealth clients while providing leadership and development support to team members. This role involves managing day-to-day trust administration, ensuring compliance, fostering client and intermediary relationships, and contributing to business development.
Job Duties:
- Oversee and support team members in daily trust administration tasks.
- Report key issues and developments to senior management regarding technical matters, staff relations, and operational practices.
- Monitor team workflows, ensuring tasks are completed efficiently and in a timely manner.
- Develop and maintain relationships with clients and intermediaries, leading client meetings where necessary.
- Act as a mentor to team members, conducting one-to-one meetings, setting goals, monitoring performance, and supporting professional development.
- Manage a portfolio of complex, high-net-worth clients, ensuring efficient and profitable service delivery.
- Identify and pursue new business opportunities through existing client and advisor relationships.
- Oversee the maintenance of statutory and accounting records, ensuring compliance with relevant jurisdictional regulations.
- Ensure fair and accurate fee charging and conduct periodic profitability reviews.
- Act as a "B" signatory on behalf of the company.
- Organise, prioritise, and delegate tasks effectively to support both team management and client service delivery.
- Ensure compliance with company policies and procedures, suggesting improvements where necessary.
- Contribute to business development initiatives and operational improvements.
Job Requirements:
- Qualified or working towards STEP, CGI, or a similar professional qualification.
- Proven experience in trust administration with strong technical and regulatory knowledge.
- Proactive and independent approach to tasks with strong problem-solving abilities.
- Knowledge of fiduciary products, services, and market trends.
- Strong interpersonal and organisational skills with the ability to manage multiple priorities.
- High levels of motivation and a results-driven mindset.
What You’ll Love:
This is an opportunity to join a growing team where you can shape business processes and contribute to the firm’s evolution. With strong career development and training opportunities, this role offers both professional and personal growth within a dynamic organisation.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
