Published: 18 June 2024
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We are looking for a Trust Manager (M/F) for our client.
Job description:
• Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
• Providing exceptional client service, building and maintaining trust with clients, showing an understanding of their needs
• Collaborate with parties such as financial advisors, lawyers, tax advisers, bankers,accountants to provide excellent administration services.
• Monitor regularly client structures review, perform regular checks to ensure alignment with client goals and risk tolerance
• Develop and implement strategies for trust accounts, considering tax implications and investment goals
• Work with Compliance team to ensure adherence to AML & FinIA duties
• Mentoring a trust officer in the team
We are looking for a Trust Manager (M/F) for our client.
Job description:
• Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.
• Providing exceptional client service, building and maintaining trust with clients, showing an understanding of their needs
• Collaborate with parties such as financial advisors, lawyers, tax advisers, bankers,accountants to provide excellent administration services.
• Monitor regularly client structures review, perform regular checks to ensure alignment with client goals and risk tolerance
• Develop and implement strategies for trust accounts, considering tax implications and investment goals
• Work with Compliance team to ensure adherence to AML & FinIA duties
• Mentoring a trust officer in the team
• Fluent in English and French, both written and verbal. Any additional language is a plus
• Excellent communication, interpersonal and client service skills
• Exceptional organization skills with a fine attention to detail
• Team player with the humility to guide and to learn.
• A firm knowledge of AML/regulatory framework, FATCA/CRS principles
• A general understanding of international tax law and more specifically UK