Trust Manager

Our client is a highly respected firm with an excellent reputation, working with a diverse portfolio of fascinating clients. They are seeking an experienced Trust Manager to lead a team of relationship managers and administrators while managing a portfolio of client relationships.

Key Responsibilities:

• Oversee and delegate the team’s routine processing, including:
  • Cash management
  • Exercise of discretionary powers
  • Maintenance of statutory and other records
  • Review and monitoring of investment portfolios
• Provide management information to senior leadership and attend management meetings
• Contribute to the development and enhancement of internal practices and procedures
• Ensure compliance with internal policies and regulatory requirements
• Deliver exceptional client service and act as primary relationship manager for selected clients and intermediaries
• Monitor aged debtors and ensure timely invoicing and cash collection
• Identify opportunities for relationship development and cross-selling
• Supervise and develop the team through:
  • Setting SMART objectives
  • Performance management and appraisals
  • On-the-job training and task delegation
• Maintain awareness of the regulatory environment and ensure review comments compliance
• Support the achievement of satisfactory audit ratings

Skills and Qualifications:

• A relevant professional qualification (e.g., STEP, ICSA, ACCA)
• Strong knowledge and experience in offshore trust and company administration
• Excellent organisational and time management skills
• Strong communication, interpersonal and negotiation abilities
• Proven track record in client service excellence and business development
• Experience in team management and achieving billing/cash collection targets
• Good understanding of Guernsey’s regulatory environment
• Willingness to travel at short notice