Trust Manager
Job Ref: LF
28582
Join a leading financial services provider in this senior-level position overseeing a team of trust professionals. This is an excellent opportunity for an experienced Trust Manager to lead with confidence, ensuring exceptional service delivery and operational compliance across a portfolio of private wealth structures.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Overseeing and managing a team of administrators and relationship managers.
Supervising day-to-day administration including cash management, discretionary decisions, record maintenance, and investment reviews.
Acting as the primary relationship manager for a designated portfolio, including intermediaries.
Monitoring billing and debt recovery, ensuring targets are achieved and invoices are settled promptly.
Supporting internal governance through timely reporting and contribution to senior management meetings.
Leading performance management processes, including setting SMART objectives and appraising staff.
Identifying cross-selling opportunities and contributing to business development initiatives.
Ensuring ongoing adherence to internal policies, procedures and the local regulatory framework.
Participating in audit preparation and ensuring high compliance standards across the team.