Trust Manager - Private Wealth Services

Description

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!

Responsibilities: 

  • 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 

Requirements: 

  • 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!

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Kiera Hannula

Kiera Hannula

Senior Recruiter