Trust Manager

Are you qualified in STEP, CGI, or a similar professional qualification? Are you strategic and results-oriented? Our client, an independent global provider of bespoke fund, corporate, and private wealth services, is looking for a Trust Manager to join their growing team and develop new ways of working.

Key responsibilities:

• Managing and collaborating with team members on daily tasks and responsibilities.
• Supporting and overseeing team organisation and workflow management, collaborating with managers and directors to ensure tasks are completed efficiently and on time.
• Building on current client and advisor relationships to pursue new business opportunities.
• Managing a small portfolio of complex, high-net-worth clients, providing efficient, independent, and profitable service in line with company procedures.

Key criteria:

• STEP, CGI, or similar qualification.
• Take a proactive, forward-thinking approach, handling tasks on your own and using initiative.
• Demonstrated experience in an administration role, with solid technical knowledge and a deep understanding of regulatory requirements.
• Strong organisational skills and excellent interpersonal abilities.

Does this sound like the role for you? Send in your CV today!