Trust Manager

Description

Are you a seasoned professional with a flair for navigating the intricate world of trusts and wealth management? This is your opportunity to lead a team and guide our client’s team towards lasting success!

Key Responsibilities:

  • Oversee the administration of trusts with a keen eye on wealth preservation and growth. Provide strategic guidance to clients, ensuring their financial objectives are met and exceeded.
  • Lead and inspire a team of trust professionals, fostering a culture of excellence and client-centric service. Collaborate seamlessly with legal and financial experts to optimize trust structures.
  • Cultivate and maintain strong relationships with high-net-worth clients. Anticipate their evolving needs and deliver tailored trust solutions that stand the test of time.
  • Stay ahead of changing regulatory landscapes. Ensure trust administration adheres to legal and ethical standards, providing peace of mind to both clients and stakeholders.

Qualifications:

  • Bachelor’s degree in Finance, Business, or related field.
  • Extensive experience in trust administration and wealth management.
  • Professional certifications such as CTFA or CFP are a plus.
  • Strong understanding of financial markets and investment strategies.

What Sets You Apart:

  • Proven success in developing and implementing innovative trust structures.
  • Exceptional communication and interpersonal skills.
  • Passion for staying abreast of industry trends and advancements.

If you are seeking a challenging and rewarding role and would like to know more, don’t hesitate to apply.

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Kiera Hannula

Kiera Hannula

Senior Recruiter