Private Wealth Trust Lead

Alexander Daniels Offshore Recruitment; Saint Helier; On-site; GBP 75,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking an Assistant Trust Manager to join its Private Wealth team. You will manage a varied portfolio of high-net-worth clients, support junior team members, and collaborate with intermediaries and professional advisers to ensure compliant and efficient trust administration.

The role offers an opportunity to advance your career in offshore structures and regulatory risk management within a collaborative environment.

Qualifications

• Experience managing offshore trust and company structures.
• Strong client relationship skills and interpersonal abilities.
• Ability to mentor junior team members and work with advisers.

Responsibilities

• Manage complex trust and company structures
• Build and maintain strong client relationships
• Support and mentor junior team members
• Work closely with intermediaries and professional advisers
• Assist with business development opportunities
• Ensure compliance with regulatory and risk management requirements

Skills

Trust structures

Client relationships

Mentoring

Regulatory compliance

Job description

A leading financial services firm is seeking an Assistant Trust Manager to join its Private Wealth team. You will manage a varied portfolio of high-net-worth clients, support junior team members, and collaborate with intermediaries and professional advisers to ensure compliant and efficient trust administration.

The role offers an opportunity to advance your career in offshore structures and regulatory risk management within a collaborative environment.