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Assistant Trust Manager - Private Client

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.

Responsibilities:

  • Anticipate technical problems when dealing with client issues, and, where necessary, seek expert advice
  • Assist the junior members of the team with complex aspects of client relationship management, making decisions as appropriate including referring matters to the Trust Manager or other Senior Management
  • Attend meetings with existing and prospective clients and intermediaries
  • Develop the existing client base by understanding client needs through effective listening and questioning
  • Attend seminars and workshops, keep up to date with industry publications, legal updates and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge
  • As required, assist with the training and development of team members within each reporting section
  • Participate in the appraisals of staff within their area of responsibility

Skills required:

  • Ability to assist with the training and development of staff
  • Knowledge of compliance issues and the regulatory framework
  • 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
 

Private Client

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