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Account Manager - Private Client Trusts


We are actively seeking applications for the role of Account Manager – Private Client Trusts, for our client, an internationally recognized financial services company. This is a primary role within the organisation and will expose you to a large portfolio of trust clients across multiple jurisdictions.

  • Liaising with clients and other professionals both nationally and internationally
  • Responsible for drafting trust and corporate documents
  • Managing a significant private client portfolio across multiple jurisdictions and making fiduciary decisions on a regular basis
  • Managing staff and documenting progress
  • Carrying out internal performance reviews
  • Administration of companies in the Caribbean i.e. BVI and the Bahamas
  • Taking part in networking events

The Ideal Candidate;

  • Qualified Lawyer – must have been called to the bar in UK, New Zealand or Australia
  • 5+ years experience in trust portfolio management and administration
  • Must have previous experience working across Caribbean jurisdictions as well as working knowledge of Wyoming and UK governed law trust
  • Will have previously carried out performance reviews
  • Excellent written and verbal communication skills are a must

If you are an organised individual who is keen to take on a new challenge, please apply today for more information. All applications will be held in the strictest of confidence.

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