Job Description
Our client - an owner-managed financial services group - is seeking an Assistant Trust Manager to support their private wealth and corporate services teams.
You will be managing a portfolio of private wealth relationships as well as assisting the Trust Manager.
Responsibilities include:
- Manage and maintain client relationships in accordance with Key Performance Indicators (KPIs) and company standards
- Assist with the review of company and trust accounts and financial reports
- Understand and apply legal and regulatory legislations in the jurisdiction
- Assist with the training and development of team members
You should have a comprehensive knowledge of offshore fiduciary services, a proven track record in client relationship management, a good understanding of financial markets and finances and an excellent knowledge of compliance issues and regulatory framework.
If you have good interpersonal skills for dealing with team members, intermediaries and clients, together with excellent communication skills, time management and organizational skills, this exciting Trust role might be the next step in your career.
For information please get in touch by emailing Marcel at info@firstcall.co.gg or calling 01481 714634