Our client is looking for a Senior Associate / Trust Manager to join their team and manage fiduciary structures within the Private Client Fiduciary Services (PCFS) business. The successful candidate will be a signatory of the Fiduciary Board and Corporate Director companies, and will be responsible for overseeing a portfolio of trusts, companies, foundations, and nomineeships. Working closely with the Client Service Directors, you will provide best-in-class fiduciary solutions, ensuring compliance with legal and regulatory requirements and offering an exceptional client experience. This full-time role requires strong leadership and decision-making abilities in a dynamic and fast-paced environment.
Job Duties:
- Sign client communications in accordance with company policies and procedures.
- Ensure compliance with policies and procedures and assist fiduciaries in addressing audit points.
- Undertake coaching and mentoring roles as needed.
- Manage a portfolio of trusts, companies, foundations, and nomineeships, engaging in regular client and advisor visits.
- Review and refresh client strategic objectives, ensuring fiduciary structures meet clients' needs.
- Conduct fee reviews and negotiations, ensuring recovery of work in progress (WIP) and meeting fee collection targets.
- Ensure compliance with local laws, financial regulations, and fiduciary duties.
- Maintain confidentiality and avoid conflicts of interest while acting in the best interests of the company.
- Ensure the team adheres to corporate policies and compliance frameworks.
- Ensure compliance with Fiduciary Key Performance Indicators (KPIs) including Strategic Reviews, Investment Monitoring, AML Risk Ratings, KYC, and Tax Risk Ratings.
- Address audit points for clients under fiduciary responsibility in a timely manner.
- Lead by example and foster a positive team environment by living the company's values: Client First, Collaboration, Accountability, Diversity and Inclusion, and Integrity.
- Participate in the Employee Engagement Survey and contribute to working groups as required.
Job Requirements:
- Proven client and stakeholder management expertise with excellent communication skills.
- Strong conflict management, negotiation, and influencing skills.
- Hold an internationally recognised professional qualification (Category A or B under Jersey Financial Services Commission Regulations).
- Demonstrated leadership and team-building skills.
- Strong ethical judgement and decision-making ability.
- Fiduciary responsibility with the ability to effectively manage assets.
- Legal and financial acumen, with the ability to navigate complex financial landscapes.
- Strong understanding of the legal and regulatory framework, with knowledge of local laws.
- Proven experience in fiduciary operations for trusts, companies, foundations, and nomineeships.
What You'll Love:
Our client offers a comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation. You will have access to world-class training and development opportunities and will be supported by leaders who foster your growth. The role allows you to make a meaningful impact and work with the best in the field. You will be part of a dynamic, collaborative, and high-performing team, and enjoy flexible and hybrid working options.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here