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Trust Manager
vor 2 Wochen
**Client**:
As part of their growth plans, they are now asking for our help to find them an experienced trust manager to join their busy, Geneva office. What sets them apart from others in the field, on top of their quality work and ethics, is there personal commitment to clients and employees alike and their human size, combined with a forward-thinking, dynamic approach.
**Position**:
This is a newly-created position as Trust Manager, joining a busy, human-sized, dynamic office.
In more details:
- Manage a broad and varied client portfolio, investigating and suggesting enhancements where necessary, as well as ensuring timely and effective client care
- Review client structures, completing review process for client entities, demonstrate risk awareness and mitigate exposure, including the fulfilment of responsibilities under the review procedures
- Awareness and adherence to contractual and statutory obligations under the group's policies, procedures and guidelines, including the group's core values and expected behaviours, acting as a guide in this respect to members of the team
- Attendance at, and preparation and review reports, for management and meetings, as well as the review of client accounts where relevant
- Manage team billing and cash collection/debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimize write-offs
- Review legal and tax advice where appropriate and be able to interpret/implement relevant advice as required
- Ensure a prompt and professional service is provided to clients and intermediaries
- Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
- Management and training of members of the team, conducting appraisals and performance management reviews
- Promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities
- Deputise in the absence of other senior members of the team/department
- Adhere to Risk & Associate compliance procedures in relation to regulatory requirements and AML legislation
- Adhere to CPD requirements in accordance with qualification level and in-house procedures
- Any other duties as deemed necessary by Management
**Profile**:
- A minimum of 10 years+ relevant experience in the trust administration
- STEP qualified preferably; UK common law legal and /or tax expertise a strong plus but not a must
- Good knowledge of trust and corporate structures and a clear understanding of fiduciary responsibilities
- Experience and ability to manage a small team of Trust Officers
- Strong client relationship skills, as well as excellent organisation and prioritisation skills
- Ability to contribute to improve the existing work directives and procedures
- A team player with a positive working attitude and ‘hands-on’ mentality
- Strong focus on compliance and regulatory matters, including but not limited to FATCA and CRS
- Fluent English (excellent written and oral)
- MS Office suite, e and IT/software-savvy as far as trusts business is concerned
- Eligible for a Swiss work permit, if not already in possession of one
- Locally based or compelling reasons for wishing to move to the Geneva area - Swiss, EU/EFTA nationals or equivalent
- Available to start this new, permanent contract ASAP (3 months' notice maximum, less ideally)
Trustee/Fiduciary/Philanthropicservices #trusts #legal #UKlawyer #trustmanagement
