An exclusive opportunity has arisen with a prestigious offshore firm known for its strong market reputation.
As a Trust Manager, you will lead a team of relationship managers and administrators while managing a portfolio of client relationships.
Key Responsibilities:Management
* Oversee team operations, including cash management, discretionary powers, record maintenance, and investment portfolio reviews.
* Provide management reports and attend meetings to enhance internal practices.
* Resolve complex client issues while ensuring compliance and high service standards.
Profitability
* Ensure staff meet chargeable utilization targets.
* Oversee timely invoicing and payment collection.
* Monitor aged debtors and follow up on payments.
Relationship Building
* Act as the primary contact for clients and intermediaries.
* Identify opportunities to strengthen relationships and cross-sell services.
Team Supervision
* Set SMART objectives and manage performance.
* Provide feedback, training, and appraisals.
* Delegate tasks and ensure successful completion.
Risk Management & Compliance
1. Stay updated on regulatory requirements.
2. Complete review compliance and track action points.
3. Ensure client due diligence (CDD) aligns with Risk & Compliance guidelines.
4. Manag...