Job Summary
We are recruiting on behalf of our client for the position of Trust Assistant Manager (Private Clients). The successful candidate will manage and administer a complex portfolio of private client structures, focusing on relationship development, revenue generation, and resolving complex issues.

Company Information
Our client is a leading company in the financial services industry, known for its strong tradition in trust and fiduciary services. The company fosters a collaborative and supportive culture, where team members are encouraged to develop their skills and grow within the organisation. You will be joining a dedicated team that assists with the formation and administration of trusts, companies, and partnerships for both private and corporate clients.

Responsibilities and Duties

• Administer a portfolio of complex trust and corporate structures, holding portfolio and non-portfolio assets.
• Manage relationships with settlors, beneficiaries, protectors, beneficial owners, and their advisors, investment managers, and other third parties.
• On-board new structures by working with families, their advisors, and colleagues in business development and risk & compliance.
• Ensure all structures are administered in accordance with applicable laws, relevant constitutional documents, and group policies and procedures.
• Monitor, verify, and approve account transactions to maintain a strong AML environment.
• Maintain Client Due Diligence for all structures.
• Clear risk review action points within appropriate time frames.
• Monitor the profitability of each relationship through accurate recording of time spent, charging, and collecting fees as agreed.

• Minimum 5 years of experience in a similar role.
• Relevant professional qualifications such as STEP, ACIB, or ACIS.
• Excellent knowledge of trust and company administration.
• Good knowledge of investments and/or banking.
• Strong interpersonal and team management skills.
• Excellent communication skills.
• Fluent in written and spoken English.
• Proficient in the use of Microsoft Office suite.

• Competitive salary and comprehensive benefits package.
• Employee rates on bank products/services.
• Employer will contribute 70% of the the cost of your monthly health insurance premium.
• One day working from home per week.
• Annual fitness/gym subsidy.
• Additional Health & Wellness initiatives.
• Robust learning and development opportunities with training allowance.
• One day working from home per week.
• A respectful environment that celebrates the diversity of employees and their talents.