Trust Manager

About the Position:

The successful candidate will play a pivotal role in overseeing the business line’s operations, directly managing staff and client portfolios, and contributing to practice development, marketing, training, budgeting, and quarterly reporting to the board.

 

Responsibilities include:

·         Managing a diverse portfolio of trust and corporate clients, encompassing complex private client structures, private trust companies, and special purpose vehicles.

·         Establishing and maintaining communication with clients, their advisors, and family offices to facilitate the establishment and continuation of private client and corporate entities.

·         Administering existing clients, ensuring compliance with relevant laws, reviewing documentation, and coordinating with the firm’s accounts department for financial statement preparation.

·         Supervising assigned staff to support client portfolio management.

·         Providing technical support, mentorship, and training to team members.

 

 

Requirements:

·         Possession of an internationally recognized professional qualification (CA, ACCA, STEP).

·         Minimum five years of hands-on experience in a managerial role.

·         Relevant experience in administering and managing a portfolio of trust and corporate clients, including documentation review.

 

Benefits:

A highly competitive salary on offer along with a comprehensive benefits package, including an annual performance-based bonus, health coverage, pension, and life insurance.