An excellent opportunity for an experienced trust professional to manage a portfolio of high-value clients, delivering exceptional service while supporting business development and providing technical guidance across the team.
Key responsibilities:
⭐ Managing a portfolio of trust and corporate clients and building strong client relationships
⭐ Attending client meetings and liaising with advisers and professional intermediaries
⭐ Supporting new business, client onboarding and ongoing risk reviews
⭐ Ensuring regulatory compliance, CDD and client records are maintained
⭐ Providing technical support and guidance to the administration team
⭐ Contributing to business development and client growth initiatives
What you’ll need:
⭐ Significant experience within the trust and fiduciary industry, ideally also with legal experience
⭐ A relevant professional qualification such as STEP, CGI or equivalent
⭐ Strong technical, client relationship and communication skills
⭐ Commercial awareness with a proactive and solutions focused approach
⭐ Excellent organisational skills and a commitment to delivering exceptional client service
Why join?
⭐ Manage a varied portfolio of international clients
⭐ Opportunity to play a key role in business development and client growth
⭐ Collaborative environment with strong professional development opportunities
⭐ Parking space
