Private Client Trust Manager for HNW & Offshore Trusts

Ap Personnel; Illinois; Hybrid; USD 120,000 - 180,000; Full time

Job summary

Ap Personnel is seeking a Trust Manager to oversee a team of relationship managers and administrators and to manage a portfolio of private client relationships in a smaller, bespoke, well-established organisation.

You will delegate daily tasks, drive compliance, and apply offshore trust and company administration expertise to deliver exemplary service to High-Net-Worth Individuals while developing new business opportunities.

Qualifications

• Relevant professional qualification e.g., STEP, ICSA or ACCA.
• In-depth knowledge and experience of offshore trust and company administration.
• Excellent personal organisation and time management skills.
• Excellent communication, interpersonal and negotiation skills.
• Proven track record providing exemplary client service to High-Net-Worth Individuals.
• Strong business development acumen.

Responsibilities

• Oversee a team of relationship managers and administrators.
• Take care of a portfolio of private client relationships.
• Manage, delegate and control the team's routine processing of duties.

Skills

Client service

Business development

Communication

Time management

Negotiation

Relationship management

Education

STEP

ICSA

ACCA

Job description

Ap Personnel is seeking a Trust Manager to oversee a team of relationship managers and administrators and to manage a portfolio of private client relationships in a smaller, bespoke, well-established organisation.

You will delegate daily tasks, drive compliance, and apply offshore trust and company administration expertise to deliver exemplary service to High-Net-Worth Individuals while developing new business opportunities.