Trust Manager

Cobalt Recruitment; Saint Helier; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Cobalt Recruitment is supporting a growing financial services firm with the appointment of a Trust Manager in Jersey. This is an opportunity to take ownership of a varied client portfolio while helping lead and develop a fiduciary administration team.

You will work with complex international structures, build relationships with clients and advisers, and contribute to the commercial performance of the business. The role combines technical responsibility with people leadership.

Qualifications

• Five+ years’ fiduciary, trust and company administration experience.
• Experience overseeing complex portfolios and managing people.
• Exposure to international structures for high-net-worth and institutional clients.
• STEP, CGI or equivalent qualification, completed or in progress.
• Strong knowledge of Jersey regulatory environment and relevant reporting requirements.
• Commercial awareness with ability to make risk-based decisions.
• Excellent communication and relationship-building skills.
• Organised and able to manage competing priorities.

Responsibilities

• Lead the team’s daily workload, setting priorities and maintaining service standards.
• Oversee a portfolio of trusts, companies and other wealth-holding structures.
• Build relationships with clients, intermediaries and professional advisers.
• Provide technical guidance on complex administration matters.
• Review significant transactions and documentation, exercising delegated approval authority.
• Monitor governance and regulatory obligations, working with compliance colleagues to address risks.
• Manage team performance and support colleagues’ professional development.
• Oversee billing, ensuring fees are recorded accurately and invoices issued promptly.
• Represent the business in client and adviser meetings.
• Contribute to new business discussions, proposals and pricing.

Skills

Fiduciary administration

Client relationship building

Team leadership

Regulatory awareness

Commercial awareness

Education

STEP/CGI qualification

Tools

Fiduciary administration systems

MS Office

Job description

Type: Permanent, full time, hybrid working

Summary

Cobalt Recruitment is supporting a growing financial services firm with the appointment of a Trust Manager in Jersey.

This is an opportunity to take ownership of a varied client portfolio while helping lead and develop a fiduciary administration team. You will work with complex international structures, build relationships with clients and advisers, and contribute to the commercial performance of the business.

The role combines technical responsibility with people leadership. Your judgement will help guide significant client decisions, while your support will enable colleagues to develop their expertise and deliver a consistently high standard of service.

This position would suit an experienced fiduciary professional who enjoys solving complex problems, developing others and building lasting client relationships.

The role

• Lead the team’s daily workload, setting priorities and maintaining service standards.
• Oversee a portfolio of trusts, companies and other wealth-holding structures.
• Build relationships with clients, intermediaries and professional advisers.
• Provide technical guidance on complex administration matters.
• Review significant transactions and documentation, exercising delegated approval authority.
• Monitor governance and regulatory obligations, working with compliance colleagues to address risks.
• Manage team performance and support colleagues’ professional development.
• Oversee billing, ensuring fees are recorded accurately and invoices issued promptly.
• Represent the business in client and adviser meetings.
• Contribute to new business discussions, proposals and pricing.

About you

• At least five years’ experience in fiduciary, trust and company administration.
• Significant experience overseeing complex portfolios and managing people.
• Exposure to international structures for high-net-worth and institutional clients.
• STEP, CGI or an equivalent qualification, completed or in progress.
• A strong understanding of Jersey’s regulatory environment and relevant international reporting requirements.
• Commercial awareness and confidence making considered decisions.
• Excellent communication and relationship-building skills.
• Comfortable engaging with senior clients and professional advisers.
• Organised and able to manage competing priorities.
• Committed to developing colleagues and delivering excellent client service.
• Professional, discreet and dependable.
• Confident using Microsoft Office and fiduciary administration systems.