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Trust Manager/Senior Manager - Private Client

Purpose of the role:

To lead a Private Client Administration team, undertaking a primary client relationship role with a number of complex/significant clients as well as managing and providing technical support and guidance to a team of Administrators.

Responsibilities:

  • Ensure mutual understanding of client and the company's expectations and commitments at outset and throughout the relationship, maintaining regular contact and feedback
  • Develop long term, profitable business relationships with significant clients and encourage the team to do the same
  • Lead and manage the team to include recruitment, performance management and development, reward and remuneration and engagement and motivation
  • You will be expected to achieve pre-determined utilisation targets (set as part of the annual budget process and notified to the individual via the appraisal/objective setting process)
  • Actively champion their values by promoting a culture of professionalism, teamwork, and leadership
  • Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction
  • Develop the existing client base by understanding client needs through effective listening and questioning
  • Attend seminars and workshops, read industry publications and advisory briefs, and follow developments in wealth management to enhance professional and technical knowledge

Skills required:

  • You should be educated to degree level, ideally in a business-related subject such as law or accountancy and be a member of a relevant professional body
  • You should have a minimum of 10 years’ experience in fiduciary services, with at least 3 to 5 years management experience, and qualify as a category B person under JFSC guidelines
  • Knowledge of compliance issues and the regulatory framework
  • Comprehensive knowledge of and a proven track record in offshore fiduciary services

 

 

Private Client

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