16 Oct 2015
Trust Relationship Manager, Guernsey
Job DescriptionOur client is a private bank seeking to recruit a Trust Relationship Manager. Key responsibilities will include: ? 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. ? Authorisation and execution of payments and documentation for transactions. ? Review of financial statements for Trusts and Companies. ? Deputising for line management, as required. ? The opportunity to contribute to the delivery and attainment of Key Performance indicators. ? Assisting with ad hoc projects, as required. The successful candidate will have: ? Minimum of 8 years? relevant experience, preferably with exposure to a multinational organisation ? STEP/ICSA qualified or Bachelors and/or Masters? degree or equivalent (i.e. BA/BSc/MA/MSc or equivalent). ? Good understanding of Microsoft Office products. ? The ability to manage a portfolio of clients with minimal supervision. ? Conversant with a diverse and complex portfolio of HNWI client mandates with exposure to a varied range of assets. ? Strong demonstrable knowledge of fiduciary administration and the role of the Trustee.
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