Senior Private Client Trust Manager

AP Personnel; Illinois; On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will lead, delegate and monitor the team's routine processing of duties, ensuring exemplary service to High-Net-Worth Individuals and applying strong business development acumen.

Qualifications

• Relevant professional qualification such as STEP, ICSA or ACCA.
• Proven experience in offshore trust and company administration.
• Strong client service and business development skills.

Responsibilities

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

Skills

Relationship management

Communication skills

Time management

Education

STEP

ICSA

ACCA

Job description

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

You will lead, delegate and monitor the team's routine processing of duties, ensuring exemplary service to High-Net-Worth Individuals and applying strong business development acumen.