Trust Relationship Manager

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job description

Our client, a prominent financial services group, is seeking a skilled Trust Relationship Manager to manage and administer a portfolio of trusts and company structures. Based in Jersey, this role requires a strong understanding of fiduciary practices across multiple jurisdictions and an ability to build effective relationships with clients and stakeholders.

Job Duties:

• Manage the comprehensive administration of complex trust and company structures.
• Act as part of a collaborative team, fostering relationships across Wealth and Investment divisions.
• Serve as an authorised signatory and lead client meetings, providing excellent service with minimal guidance.
• Monitor and address issues identified in monthly management information packs.
• Identify potential business opportunities and refer them to the Trust Executive.
• Build relationships within the Trust division and Integrated Client Services (ICS) to facilitate business growth.

Job Requirements:

• Diploma in Finance or Accounting.
• Experience in wealth and investment sectors, with a focus on trust and company administration.
• Knowledge of trust deeds, company memoranda, articles of association, and financial requirements.
• Competent understanding of fiduciary risks across various jurisdictions.
• Proficiency in interpreting financial statements and understanding industry regulations.
• Strong skills in data management, risk acceptance, and business administration.

What You'll Love:

Our client offers a dynamic and collaborative work environment within an innovative and growth-oriented financial services group. This role provides the opportunity to develop relationships across jurisdictions, contribute to business growth, and engage with a diverse portfolio of clients and structures. You will play a key role in delivering value and enhancing client relationships.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.