Trust Manager

An exclusive opportunity has arisen with a prestigious offshore firm known for its strong market reputation.

As a Trust Manager, you will lead a team of relationship managers and administrators while managing a portfolio of client relationships.

Key Responsibilities:
Management

• Oversee team operations, including cash management, discretionary powers, record maintenance, and investment portfolio reviews.
• Provide management reports and attend meetings to enhance internal practices.
• Resolve complex client issues while ensuring compliance and high service standards.

Profitability

• Ensure staff meet chargeable utilization targets.
• Oversee timely invoicing and payment collection.
• Monitor aged debtors and follow up on payments.

Relationship Building

• Act as the primary contact for clients and intermediaries.
• Identify opportunities to strengthen relationships and cross-sell services.

Team Supervision

• Set SMART objectives and manage performance.
• Provide feedback, training, and appraisals.
• Delegate tasks and ensure successful completion.

Risk Management & Compliance

• Stay updated on regulatory requirements.
• Complete review compliance and track action points.
• Ensure client due diligence (CDD) aligns with Risk & Compliance guidelines.
• Manage client portfolios within regulatory frameworks and internal policies.

The Ideal Candidate:

• Holds a relevant professional qualification (e.g., STEP, ICSA, ACCA).
• Has strong experience in offshore trust and company administration.
• Possesses excellent organizational, communication, interpersonal, and negotiation skills.
• Demonstrates experience in successfully managing a team and meeting billing/cash collection targets and deadlines.