Trust Relationship Manager

  • Senior
  • Guernsey
  • Negotiable GBP / Year

PR/025363

Job Description

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We are seeking a Trust Relationship Manager to join a dynamic financial institution in Guernsey. This is an exceptional opportunity for individuals who excel at building and maintaining strong client relationships within the fund sector.

 

Key Responsibilities:
– Establishing robust communication channels with clients and their advisers.
– Conducting administrative tasks related to trusts corporate client entities efficiently.
– Coordinating effectively with banks, investment managers & asset agents regarding client assets management.
– Undertaking periodic reviews of client entities adherent to regulatory compliance standards.

Skills Knowledge Expertise:
Interpersonal Communication: You must possess stellar communication skills suited for high-stakes interactions both verbally & written form; confidence when engaging directly or remotely is paramount
Organization Skills: An organised mindset capable of thriving under pressure and meeting stringent deadlines will be central
Decision-Making Ability: Aptitude towards making informed decisions independently whilst recognising moments that necessitate guidance

Experience-wise candidates should bring a minimum of 1-year technical experience managing diverse portfolios including trusts companies among other structuring vehicles like Limited Partnerships Foundations PTCs Familiarity Fiduciary Services software Acumen would serve as an advantageous.

 

More information about this role is available upon request – contact the team today for further details.

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