Purpose of the role:
To manage a portfolio of private wealth relationships and day to day service delivery expectations and to provide assistance to the Trust Manager in the efficient management of a section. Typically, this will entail providing technical and managerial support to more junior staff.
Responsibilities:
- Have a detailed understanding of the principles and practices of offshore structures.
- Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards.
- Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to meet deadlines at all times.
Skills required:
- Comprehensive knowledge of and a proven track record in offshore fiduciary services.
- A proven track record in handling complex offshore fiduciary issues.
- A proven track record in client relationship management