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