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An exclusive opportunity has arisen with a prestigious offshore firm known for its strong market reputation.
As a Trust Manager, you will lead a team of relationship managers and administrators while managing a portfolio of client relationships.
Key Responsibilities:Management
- Oversee team operations, including cash management, discretionary powers, record maintenance, and investment portfolio reviews.
- Provide management reports and attend meetings to enhance internal practices.
- Resolve complex client issues while ensuring compliance and high service standards.
Profitability
- Ensure staff meet chargeable utilization targets.
- Oversee timely invoicing and payment collection.
- Monitor aged debtors and follow up on payments.
Relationship Building
- Act as the primary contact for clients and intermediaries.
- Identify opportunities to strengthen relationships and cross-sell services.
Team Supervision
- Set SMART objectives and manage performance.
- Provide feedback, training, and appraisals.
- Delegate tasks and ensure successful completion.
Risk Management & Compliance
- Stay updated on regulatory requirements.
- Complete review compliance and track action points.
- Ensure client due diligence (CDD) aligns with Risk & Compliance guidelines.
- Manage client portfolios within regulatory frameworks and internal policies.
The Ideal Candidate:
- Holds a relevant professional qualification (e.g., STEP, ICSA, ACCA).
- Has strong experience in offshore trust and company administration.
- Possesses excellent organizational, communication, interpersonal, and negotiation skills.
- Demonstrates experience in successfully managing a team and meeting billing/cash collection targets and deadlines.
