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Trust Manager, Guernsey

Guernsey

Full Time
Permanent
Agency Listing
Trust

Our client, a leading provider of bespoke private wealth, corporate administration, and yacht services, is seeking a Trust Manager to oversee the management and control of a Trust administration team’s portfolio of clients. This role involves handling a variety of Trust, Company, and structured arrangements of both routine and complex nature while mentoring and coaching team members. Key responsibilities: • Oversee the day-to-day administration of a Trust team’s portfolio, ensuring compliance with laws, regulations, and internal procedures. • Liaise with clients, intermediaries, and other departments regarding trust, accounting, taxation, and operational matters. • Act as a ‘B’ signatory, attending client and intermediary meetings as required. • Build and maintain strong relationships with clients and intermediaries, providing support in the absence of the relationship principal. • Supervise and mentor junior employees, assisting with problem-solving and providing guidance. • Ensure efficiency and compliance across the trust administration team. • Provide managerial support, including annual appraisals, staff training, workload delegation, and conflict resolution. • Escalate significant matters to the Client Director as appropriate. The successful candidate will have: • A minimum of 8 years’ relevant experience in Trust administration. • A relevant professional qualification (e.g., STEP Diploma, ICSA Diploma, or equivalent). • Strong business writing and numeracy skills. • Demonstrated ability to manage an administration team and oversee a personal portfolio of clients. • Excellent communication skills with the ability to impart knowledge to clients and intermediaries. • A deep understanding of Guernsey’s legal and regulatory framework, including fiduciary and anti-money laundering laws. • Strong technical competence in fiduciary matters, including trusts, companies, pensions, and limited partnerships.

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