Assistant Vice President – Treasury #16473
November 19, 2018
Finance Clerk #16490
November 29, 2018

Account Manager – Private Client Trusts

Job Type Permanent
Job Number 16484
Job Location Grand Cayman
Date Posted November 26, 2018
Salary Competitive

About the Role:
The successful candidate will assume a key role in the Company and will report to the Manager, Private Client Trusts and be responsible for the management of a large trust portfolio as well as managing staff. The successful candidate must be either (i) a qualified trust lawyer (called to the bar in a Commonwealth Jurisdiction and in good standing) and have at least 3+ years relevant portfolio management experience or (ii) have a degree/vocational qualification and be STEP qualified with at least 8 years relevant experience administering and managing a portfolio of multi-jurisdictional trusts and companies

Job Duties in Brief:
Managing a large private client multi jurisdiction trust portfolio;
Administering underlying companies based in the BVI, Bahamas and Cayman;
Liaising with local and international legal professionals, as well as client liaison and support;
Drafting routine trust and corporate documents;
Reviewing bank statements and portfolio performance reviews ;
Preparing annual billing and responsibility for collection;
Representing the private clients team at industry events and assisting with local marketing activities;
Making key fiduciary decisions on a daily basis; and
Managing staff, reporting KPIs and completing staff performance reviews.

About You:
Possess a thorough working knowledge of corporate and trust laws and equitable principles as applied in a multi-jurisdictional context:
Working knowledge of Bahamas, BVI, Cayman, New Zealand, Wyoming and UK governed law trust structures would be a distinct advantage;
Experience with tax driven structures such as Split Trusts or Capital/Income splits;
Experience conducting portfolio performance reviews and financial statements;
Experience with the AEOI regimes;
Excellent verbal, written and analytical skills; and
Ability to work independently and in a team.

What We Offer:
A challenging and rewarding role in an award-winning global business.
Opportunities for personal and professional career development.
Great working environment, competitive salary and benefits, and opportunities for educational support.

To apply for this job email your CV/Resume to Imogen@affinity.ky

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