31 Jul 2015

Trust Relationship Manager, Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank seeking to recruit a Trust Relationship Manager. Key responsibilities will include: ? Day to day administration of a portfolio of structures holding a diverse range of assets. ? Contact with relationship managers, clients, other professionals and third party advisors by email, telephone and attendance at client meetings. ? Liaison with investment managers, legal/tax advisors or other third parties regarding client affairs as necessary. ? Consideration of client requests both with regard to tax implications and risk assessment. ? Review of legal agreements and documentation to be executed on behalf of client entities. ? Drafting of Trustee resolutions and company minutes. ? Interaction with all divisions of bank?s Trust Group globally. ? Authorisation and execution of payments and documentation for transactions as a signatory. ? Review of financial statements for trusts and companies. ? Assisting with ad hoc projects where required. ? The opportunity to contribute to the delivery and attainment of Key Performance Indicators. ? Attendance at bank?s Trust presentations and other relevant seminars for CPD or job specific training. The successful candidate will have: ? 5 years? relevant experience. ? STEP/ICSA qualified (or part qualified). ? Good understanding of Microsoft Office products. ? The ability to manage a portfolio of clients with minimal supervision. ? Conversant with a diverse portfolio of clients with exposure to a varied range of assets. ? Experience of communicating in face-to-face client meetings. ? Strong demonstrable knowledge of fiduciary administration and the role of the Trustee.

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