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:
- Liaise with other departments regarding accounting and taxation issues and with Operations Departmental Manager regarding operational issues
- Attend meetings with existing and prospective clients and intermediaries
- Develop the existing client base by understanding client needs through effective listening and questioning
- Ensure that risk issues are reported to the Directors and Compliance as appropriate
- Assist the Trust Manager in managing the Key Performance Indicators for junior members of the team (set as part of the annual budget process and notified to the individual via the appraisal/objective setting process)
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
- Good interpersonal skills for dealing with staff, intermediaries, and clients