Trust Manager - Private Wealth Services
SteppingStones is delighted to be assisting our client, a global leader in private wealth and fund services, in sourcing a Trust Manager to join their team!
- Guide, support, and manage a team of Trust Officers
- Liaise with legal team to draft complex trust and corporate documents
- Manage a private client trust portfolio
- Ensure client services are delivered with a high professional standard and all matters are in compliance with legal requirements
- Review financial statements and portfolio performance reviews
- Prepare annual billing
- University degree in Law, Business, or similar
- 5+ years of relevant experience
- STEP qualification
- Strong knowledge of trust regimes such as Cayman, BVI, and Bahamas
- Experience managing a team
- Knowledge of corporate and trust laws
Please note that at this time, only candidates on island will be considered. Email Kiera@steppingstonesrecruitment.com for more information or to apply today!