Our Company & Trust Services client are seeking a Trust Manager to take responsibility for the day-to-day management of a complex and varied portfolio of clients whilst working alongside the management team to supervise and oversee the delivery of client services.
Role Profile
In this role the Trust Manager will manage clients and professional advisers as well as deliver planned and effective solutions in a timely, operationally viable and cost-effective basis whilst protecting the integrity of the company. You will also participate in marketing the business and have direct involvement in the on-boarding of new business.
Skills and Experience Required
Relevant professional qualification, i.e. STEP, Governance Institute, ACA, ACCA 10+ years in the TCSP industry with 2+ years in a management position Working knowledge of the current AML legislation and FSA rule book as they apply to a regulated TCSP Proven track record of managing a team within the TCSP sector PC and MS Office literate Desirable:
Investment knowledge Ability to identify and consider tax and legal implications of transactions Experience of Co-Sec.