Trust Manager, Private Clients - Expert HNWI Advisory

PEM; Cambridge; On-site; GBP 60,000 - 90,000; Full time

Job summary

PEM in Cambridge seeks an experienced Trust Manager to join our Private Client Team. You will manage a diverse client portfolio, ensure compliance deadlines are met, and deliver high‑quality technical advice on Trusts, Estates and HNWIs.

You'll work with partners and colleagues to support advisory projects, including estate administration, staying abreast of developments in the Trust arena, and helping develop the team.

Qualifications

• Experience advising trustees and strong knowledge of trust compliance.
• Onshore trusts experience required; offshore experience is a plus.
• Probate experience is desirable but not essential.

Responsibilities

• Manage a diverse portfolio of trusts and estates for HNWIs.
• Ensure compliance deadlines are met and provide technical support.
• Collaborate with partners and colleagues to deliver advice and manage advisory projects.

Skills

Trusts & Estates

Advising trustees

Team leadership

Education

CTA / STEP / CILEX

Job description

PEM in Cambridge seeks an experienced Trust Manager to join our Private Client Team. You will manage a diverse client portfolio, ensure compliance deadlines are met, and deliver high‑quality technical advice on Trusts, Estates and HNWIs.

You'll work with partners and colleagues to support advisory projects, including estate administration, staying abreast of developments in the Trust arena, and helping develop the team.