Our client is seeking a Trust Manager to join their team.

You will manage a portfolio of more complex clients belonging to the Company or to one of the entities, including all aspects of client service, regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.

Main Duties and Responsibilities

• Working in a senior capacity administering a portfolio of trusts, companies and foundations including liaising with Clients, banks, and investment managers as and when required.
• Managing the day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions.
• Working with the Client Directors, and the team, on a day-to-day basis, manage workloads and to keep them apprised of ongoing Client administration matters.
• Training and developing junior staff.
• Maintaining a highly relevant understanding of Imperium’s policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures.
• Maintaining a full understanding of, and adherence to, all applicable legislation and regulations, particularly AML/CFT laws.

Key Qualifications, Skills, and Abilities Required for the Role

• At least three years relevant experience
• Proven experience in a client engagement management role.
• Strong task and diary management skills with a focus on task completion and delivery.
• Sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.
• An ability to recognise and mitigate potential risk situations.
• Excellent interpersonal skills with the confidence to approach people at all levels of seniority.

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com