Trust Portfolio Manager
vor 3 Wochen
The Trust Portfolio Manager will oversee the administrative aspects of a portfolio of trusts, companies, and other wealth structures, ensuring a high level of service to clients, intermediaries, and stakeholders. The role requires identifying and mitigating risks across the span of control and collaborating with colleagues to achieve exceptional client service.
Key Responsibilities
- Day-to-day administration of various entities, including incorporation and liquidation of companies, creation and termination of trusts, and drafting minutes.
- Potential client contact and attendance at client meetings with relationship managers.
- Processing expense payments and trust distributions.
- Monitoring and assisting with invoice payments.
- Coordinating with banks and third parties to maintain good relationships on behalf of clients.
- Preparing resolutions, minutes of boards of directors, and minutes of general meetings, as well as responding to KYC requests.
- Preparing memorandums and notes on specific transactions and important events related to the life of trusts.
- Setting up and onboarding new clients in the administration system, fulfilling documents for KYC and FATCA/ES and CRS related matters, and preparing closing binders.
- Risk management through the identification and reporting of specific risks or risk trends to Senior Management, ensuring compliance with internal policy and procedures.
Requirements
- Very good organizational and communication skills.
- Excellent team player, autonomous, and proactive.
- Fluent level of English required.
- A minimum of 5-6 years of experience in a similar position in the trust industry.
- Experience in dealing with UK residents and non-domiciled clients would be beneficial.
- Commitment to high-quality professional service levels and desire to be involved in all aspects of the lifecycle of structures and administration.
Prior experience in a compliance role would be an advantage.
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