Saint Helier, St Helier, Jersey

Senior Trust Manager

 Job Description:

Salary £75,000 + Neg

KEY ACCOUNTABILITIES:

  • Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
  • Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
  • Delivery of all client work and contact in line with HIGHVERN vision and values and expected service standards, ensuring KPIs are up to date at all times.
  • Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
  • Support highly effective fiduciary decision making including thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary.
  • Highly effective liaison with 3rd party service providers in execution of client needs and build of those relationships in support of future referrals.
  • Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings.
  • Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team.
  • Seeing risk review actions through to satisfactory resolution and ensuring all regulatory filings are carried out accurately, and on time.
  • Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours.

SKILLS, KNOWLEDGE & EXPERIENCE REQUIRED:

  • 7 10 yrs. experience serving HNW international families
  • Good understanding of the issues facing HNW families and their structures
  • Proven ability in managing complex international fiduciary structures
  • Proven ability in working with related industry professionals
  • Full understanding of local trust & co. legislation and regulatory requirements
  • Good understanding of investments, property and other asset classes
  • Highly effective and adaptive interpersonal skills
  • Collaborative team player
  • Strong awareness of KYC, AML, CFT and GDPR requirements
  • Good knowledge of and experience of working with NavOne
  • Good knowledge of doc. management principles and core MS Office apps

OTHER REQUIREMENTS:

  • Ability to act independently but knowing when to escalate & seek guidance
  • Positive collaboration with all Private Wealth colleagues & wider stakeholders
  • Director of client entities/affiliate members where required
  • Ongoing compliance with all internal policies and procedures
  • Ongoing compliance with all relevant regulatory/legal requirements
  • Spotting cross-sell opportunities and liaison with Client Directors accordingly
  • Sharing of own client/structure knowledge with nominated alternates
  • Awareness and ability to act as fully effective nominated alternate for others
  • Maintenance of technical awareness and market developments
  • Effective contribution to group projects as necessary
  • Authorised client signatory in line with approved limits
  • Maintenance of CPD and up to date technical awareness
  • Occasional business travel subject to workload status

PREFERRED MINIMUM QUALIFICATIONS:

  • STEP
  • ICSA
  • Accountancy
  • Legal
  Required Skills:

KYC Legislation Regulatory Requirements Service Delivery Service Providers Structures Referrals Investments Mentoring Reviews Travel Directors Interpersonal Skills MS Office Records Administration Preparation Maintenance Business Communication Management