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Trust Relationship Manager, Guernsey

08 Jun 2018
Personnel Appointments
Guernsey,Channel Islands,United Kingdom
Job type
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Our client is a private bank and wealth management company seeking to recruit a Trust Relationship Manager.

Key responsibilities will include:

• To carry out day to day administration of a portfolio of structures holding a diverse range of assets
• Adherence to Service Quality Standards for Trust Management
• Ensure adequate risk management and control in Trust administration team, satisfying fiduciary and regulatory obligations whilst delivering the required service quality levels
• Contact with clients
• Liaison with investment managers, legal/tax advisors or other third parties regarding client affairs as necessary
• Consideration of client requests both with regard to tax implications and risk assessment
• Drafting of Trustee resolutions and company minutes
• Review of legal agreements and documentation to be executed on behalf of client entities
• Focus upon Data Quality within the Trust Management systems
• Regular collaboration with Trust Accounting Operations for Guernsey, as required
• Review of financial statements for trusts and companies

The successful candidate will have:

• 4 years’ relevant Trust and Company experience
• Good communication skills
• Good numerical skills and accuracy
• Strong demonstrable knowledge of fiduciary administration and the role of the Trustee
• Strong understanding of Trust & Company administration

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.

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