Private Client Trust Manager - Jersey

Ap Personnel

Illinois

Hybrid

USD 120,000 - 180,000

Full time

6 days ago
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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

Our client is looking for a Trust Manager to oversee a team of relationship managers and administrators as well as taking care of a portfolio of private client relationships within a smaller bespoke well-established organisation.

Your responsibilities will include managing, delegating and controlling the team's routine processing of duties.

Your qualifications and skills need to include a 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. As well as excellent communication, interpersonal and negotiation skills, with a proven track record providing exemplary client service to High-Net-Worth Individuals and strong business development acumen.

Please note applications can only be accepted from candidates who hold either entitled or entitled to work residential status at this time.

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