Assistant Trust Manager – Manager – Senior Trust Manager (747) Permanent

Our client is an award-winning provider of private wealth, fund and corporate administration services.

• You will 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 client contact in line with Group’s vision and values and expected service standards, ensuring KPIs are up to date at all times
• Excellence of communication with clients and 3 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, Investment Governance Forum and others as necessary

About You:

• Ability to act independently but knowing when to escalate & seek guidance
• Positive collaboration with all Private Wealth colleagues & wider stakeholders
• Director of client entities/affiliate members where required
• Ongoing compliance with all internal policies and procedures
• Ongoing compliance with all relevant regulatory/legal requirements
• 5 – 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
• Spotting cross-sell opportunities and liaison with Client Directors accordingly