Trust Relationship Manager, Guernsey
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|Area||Guernsey, United Kingdom|
|Sector||Trust and Company|
- Our client is a private bank and fiduciary services company seeking to recruit a Trust Relationship Manager.
Key responsibilities will include:
•Day to day administration of a small portfolio of structures holding a diverse range of assets as part of our Ultra High Net Worth client team.
•Contact with relationship managers, clients, other professionals and third party advisors
•Consideration of client requests both with regard to tax implications and risk assessment
•Review of legal agreements and documentation to be executed on behalf of client entities
•Drafting of Trustee resolutions and company minutes
•Contribution to the delivery and attainment of Key Performance Indicators
•Provision of regular reporting for the monitoring and control of workload within Trust administration in a risk based manner
•Authorisation and execution of payments and documentation for transactions as a signatory
•Review of financial statements for trusts and companies
The successful candidate will have:
•Minimum 10 years’ relevant experience, potentially with previous exposure to a multinational organization.
•Degree level education / BSc (Hons) Management with Trusts and Estates / STEP Diploma / ICSA.
•Strong demonstrable knowledge of fiduciary administration and the role of the Trustee.
•Strong client relationship, organization, communication and analytical skills.
•Ability to foster teamwork by establishing positive working relationships.
•Willingness to assist in a team’s workload coverage of Trust and company administration.
For more information, please email: info@
pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.