Assistant Manager, Trust

Description

Our client is seeking an experienced Assistant Manager, Trust to join their busy team! This is a fantastic opportunity with a very competitive salary and benefits package.

Responsibilities:

  • Manage and develop a complex portfolio of company and trust structures
  • Grow and maintain working relationships with HNW clients 
  • Communicate with clients and advisors on fiduciary matters
  • Determine, analyze, and manage risk
  • Ensure compliance with policies and procedures
  • Liaise with investment advisors, asset managers, and other third parties
  • Assist in developing new business opportunities

 
Requirements:

  • 5+ years’ relevant experience 
  • Relevant trust experience 
  • STEP or ICSA qualified 
  • Working knowledge of Cayman Trust laws
  • Must have strong communication skills and a high attention to detail
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Ronan Horgan

Ronan Horgan

Principal Consultant