Senior Trust Manager

Competitive salary and benefits

You'll help develop the business by providing and promoting a first class personal service to existing and prospective clients, working closely with Directors and the wider management team to ensure business growth whilst meeting regulatory and internal administration needs.

Job description:

This list of duties is not exhaustive and may change from time to time according to business needs:

• Act as Relationship Lead for a portfolio of clients, maximising revenue from these relationships and achieving client retention
• Member of the senior management team and responsible for the management of various asset classes
• Work closely with the Director Client Services in assuming day-to-day responsibility for all matters arising in relation to these areas
• Provides technical advice to clients and employees in complex matters, whilst making use of the internal expertise from in-house tax, compliance, legal and so forth
• Undertakes marketing meetings with potential clients and intermediaries
• Contributes to the development of the business and its profitability both by maximising revenue from existing clients and seeking to win new business/clients
• Understand and apply local legislation relating to the conduct of trust and/or fiduciary business to ensure that the business complies with regulatory requirements
• Manage operational risks in accordance with local procedures
• Act as point of reference on complaints and problem cases
• Ensure compliance with company standards, policies and procedures
• Participates in the development of new products
• Guiding, coaching and assisting with the development and training of their direct reports to deliver and maintain high levels of service and work standards
• Acting as a representative of the corporate directors
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Skills & Experience 

• Exceptional team management skills, coaching and developing the team
• Exceptional organisational skills
• A strong academic background
• At least 10 years experience working in a fiduciary environment
• Have an expert level of client administration
• Have expert technical knowledge of tax compliance and commonly used tax structuring
• STEP or ICSA qualified or equivalent in a relevant field
• Exceptional team management skills, coaching and developing the team

Personal attributes which would be seen in the ideal applicant include;

• Approachable and assertive attitude with the ability to proactively go after new business to assist the delivery of the company vision and strategy
• Proactively gather feedback from clients to aid our ability to continuously adapt and evolve
• As a key face of the business, you will maintain a positive and professional outlook; demonstrating our passion for maintaining our high standards of customer excellence
• Be results focused and fully immersed in the data with an excellent attention to detail
• Extremely organised and highly accountable to deadlines and targets you need to know what our target revenue is for your portfolio of clients
• Excellent interpersonal and communication skills will help you to effectively communicate the vision of the business to all stakeholders
• Assertively work with other teams and people in the business to coordinate activities
• You will have a key role in developing employees throughout the business; adopting an approach that seeks to empower and motivate your team
• Come with solutions to problems and a can-do attitude that sees the challenges as opportunities to get positive results
• Lead by example by mirroring the values of the business and demonstrating what best practice looks like
• Proactive in all that you do
• Willingness to learn and aware of what opportunities are available for professional development