Trust Manager

Join an international fiduciary organisation as a Trust Manager, managing a portfolio of international trusts and legal entities while acting as a trusted adviser to high-net-worth clients on fiduciary, succession and wealth preservation matters.

Responsibilities

• Manage and administer a portfolio of trusts, companies and other legal entities across multiple jurisdictions.
• Act as the main point of contact for clients, ensuring a high level of service and effective management of their fiduciary structures.
• Oversee international trust and fiduciary structures, succession planning arrangements and wealth preservation structures.
• Ensure structures remain aligned with clients' objectives, family circumstances and long-term succession plans.
• Coordinate with legal, tax, investment and other external advisers to deliver comprehensive solutions to clients.
• Monitor the administration and ongoing compliance of client structures across multiple jurisdictions.
• Review trust accounts, financial statements and other relevant reports, ensuring accuracy and timely completion.
• Maintain strong knowledge of relevant fiduciary, regulatory and international tax developments.
• Identify opportunities to develop existing client relationships and contribute to business development activities.
• Build and maintain long-term relationships with HNW and UHNW clients, their families and professional advisers.
• Ensure strict compliance with applicable legal, regulatory, AML/KYC, data protection and internal requirements.
• Maintain the highest standards of confidentiality and discretion when handling sensitive client information.
• Contribute to the continuous improvement of fiduciary processes and client service standards.

Requirements

• Bachelor's degree or relevant professional qualification in law, accounting, finance or a related field.
• TEP, STEP qualification or equivalent professional certification is a strong advantage.
• 7+ years of experience in trust administration or fiduciary services, with proven experience managing complex international structures.
• Strong knowledge of trust administration, fiduciary structures, succession planning and international private client matters.
• Previous experience working with HNW/UHNW clients and their professional advisers.
• Good understanding of international tax and regulatory considerations relevant to trust and fiduciary structures.
• Strong client relationship management and communication skills, with the ability to interact confidently with sophisticated international clients.
• Excellent organisational and analytical skills, with strong attention to detail.
• Good knowledge of Microsoft Office.
• Fluent English is essential; additional languages are an advantage.
• Discreet, reliable and professional, with a strong sense of confidentiality.
• Ability to work independently while collaborating effectively within an international team.