Trust Manager

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Trust Manager in St Helier, focused on managing high-value client portfolios while ensuring compliance with trust documents and legal advice. The ideal candidate has over six years in the Jersey trust industry and thrives in a dynamic environment.

Qualifications

• Minimum of six years' experience in a Private Client role within the Jersey trust industry.
• Entitled to work in Jersey with a minimum of five years' residency.
• At least three years at Assistant Manager or Manager level.

Responsibilities

• Manage a portfolio of clients, ensuring compliance with legal and tax advice.
• Attend client meetings and establish strong relationships with clients and intermediaries.
• Conduct reviews and ensure proactive management of client file action points.

Skills

Organisational skills

Communication skills

Networking skills

Education

Qualified under JFSC Codes of Practice for Trust Company Business

Job description

Our client is seeking a Trust Manager to join their team based in St Helier. The role involves managing a portfolio of clients, ensuring compliance with trust deeds, corporate documents, and professional legal/tax advice. This is a full-time position, ideal for someone with over six years' experience in the Jersey trust industry, including three years at Assistant Manager or Manager level.

Job Duties

• Act as a signatory for group entities and manage a portfolio of clients in accordance with trust deeds and legal/tax advice.
• Attend client meetings, prepare file notes, and liaise directly with clients, advisers, investment managers, and bankers.
• Establish and maintain strong relationships with intermediaries and clients.
• Assist in generating new business enquiries and supervise junior team members.
• Conduct client file reviews, ensuring all action points from reviews and risk escalations are proactively managed.
• Prepare minutes, monitor clients' cash requirements, and ensure all clients are administered in accordance with the PPM and AML manuals.
• Oversee the collection of outstanding aged debts in collaboration with the finance department.
• Participate in internal committees or sub-committees related to governance, policy, and business development.
• Provide technical support to staff and represent the company externally as required.
• Ensure compliance with internal policies, procedures, and current TCB Codes of Practice.
• Undertake Continuous Professional Development (CPD) training as required.

Job Requirements

• A minimum of six years' experience in a Private Client role within the Jersey trust industry, with at least three years at Assistant Manager or Manager level.
• Entitled to work status in Jersey (minimum five years' residency).
• Fully qualified to meet Category B requirements under the JFSC Codes of Practice for Trust Company Business (TCB).
• Strong organisational, communication, and networking skills.
• Good understanding of Jersey trust, company, foundation, and limited partnerships law, as well as knowledge of UK tax issues, financial markets, and the global economy.
• Awareness of risk issues in the context of fiduciary responsibilities.
• Motivated and driven, with the ability to work under pressure to meet tight deadlines.
• Willingness to travel as business needs dictate.

What You'll Love:

This role offers the opportunity to work in a dynamic environment, managing high-value client portfolios and being part of a trusted team. You'll work closely with senior professionals and contribute to the growth and governance of the organisation. If you're an experienced professional looking for a challenging and rewarding role, we look forward to receiving your application.

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