About the role:
The Manager will have solid experience in the trust and fiduciary industry and will be able to manage the delivery of activity and transactions for their portfolio, under the direction and oversight of their Associate Director / Client Director.
Key responsibilities:
- Take responsibility for the administration of a portfolio of clients, while maintaining and developing relationships with new and existing clients
- Ensure all transactions are properly authorised and recorded with due regard to risk
- Manage trust and company portfolios which contain complex structures, and assets such as properties, investments portfolios, vehicles etc
- Ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet, and that utilisation is chargeable to the client (and recoverable)
Skills and experience:
- People and leadership skills to include developing and mentoring of others
- Strong client relationship management skills – understanding clients’ needs and wishes, and ensure long-term sustainable relationship is built, being decisive for the clients
- Knowledge of all aspects of company and trust administration including nuances and statutory requirements of the major offshore jurisdictions used in connection with clients’ structures
- Regulatory knowledge – understanding of the rules, guidelines and expectations of the local regulator (JFSC)