Senior Trust Manager

Job Type: Executive, Permanent

Location: Isle of Man

Job Purpose
Responsible for the supervision of a portfolio of Trust and Company structures managed by a team of administrators and also to maintain a small caseload of selected clients personally.

The role requires supervisory, coaching and leadership skills in managing the team.  

The role holder will be expected to have the ability to manage clients and client advisors so as to resolve key issues effectively and select and deliver planned and effective solutions on a timely, operationally viable and cost effective basis whilst protecting the integrity of the company.

The role also requires participation in marketing the business primarily off Island and involvement in the take on process of any new business.

The role holder will be motivated and driven to deliver results, to aim high.

Accountabilities

Day to day running of the group including client directorships financial management, budgets, fee collection accounts preparation monitoring, personnel, staff appraisals coaching, etc.

Skills/Competencies

Skills required to undertake the role:

• Proven management ability
• Excellent interpersonal and communication skills
• Ability to produce quality work to strict deadlines
• The role holder must be driven and highly motivated to progress within the business
• PC and MS Office  literate

Competencies

• Structured approach to work
• A team player with ability to communicate with all levels
• Ambition to succeed

Knowledge and expertise required to undertake the role.
Essential

• Willingness to undertake Business Development

Desirable

• Marketing knowledge/skills
• Investment Knowledge
• Ability to consider tax and legal implications of transactions
• Knowledge of anti-money laundering and KYC requirements as per FSC guidelines

Experience and qualifications
Essential

• 10+ years in the CSP/TSP industry and a relevant qualification.

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