Our client is seeking a Senior Trust Manager to join their team.
The ideal candidate will have extensive experience in the trust and fiduciary industry and will be able to manage their client relationships directly for a portfolio of clients.
Key requirements & responsibilities:
- Delivering full service for the portfolio and executing the client wishes, including ensuring that all transactions are properly authorised and recorded with due regard to risk.
- This role will have responsibility for the growth of the business through identification of opportunities for developing deepening relationship with current clients and forging new opportunities with potentially new clients.
- Building and strengthening relationships with key clients and intermediaries and identifying new ideas in relation to products and services which may be offered by the company.
- Demonstrate strong knowledge and application of regulation, and impact on how duties are discharged.
- To ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet, and that utilisation is chargeable to the client (and recoverable).
- Experience within a Trust environment or relevant financial services business.
- Professionally qualified, e.g. professional accounting/finance qualification, STEP, ICSA, TEP, ACCA.
For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com