Job Reference: 30761
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is seeking an exceptional Trust Manager to provide technical guidance and administration for a designated portfolio of trust and pension clients. With a blend of technical expertise and client-focused service, you will manage a range of international wealth structures, including trusts, companies, and pensions, while ensuring compliance with internal procedures and regulatory standards. This role is ideal for a professional with over a decade of experience, particularly in pensions, and a relevant certification. Job Duties: Provide technical guidance on establishing and administering international wealth structures (including trusts, companies, and pensions) to optimise asset protection, inheritance protection, and tax efficiency. Maintain and manage client portfolios, ensuring high-quality service delivery and addressing clients' needs in a timely manner. Ensure clients experience exceptional service at every touchpoint, from initial interaction to ongoing service. Strengthen client relationships and generate new business by meeting with clients and professional advisors. Formulate and deliver proactive solutions to client issues, escalating when necessary. Attend client meetings, liaising with advisors such as bankers, lawyers, accountants, and consultants, in line with service level agreements. Coordinate mandate-specific transactions in a timely manner with relevant parties. Ensure compliance with internal and regulatory procedures, maintaining accurate client data and up-to-date systems. Oversee Customer Due Diligence processes and sign off on relevant documentation. Maintain statutory records and handle filings with relevant company registries. Conduct periodic client reviews, ensuring that action points are addressed within required timeframes. Maximise client profitability and support the Head of Client Services in client retention and growth. Manage cash collection and debtor control, escalating issues according to policy. Handle written correspondence for assigned portfolios. Oversee client onboarding, ensuring procedures and risk reviews are followed. Prepare accurate minutes, legal correspondence, and transaction documents. Collaborate with finance teams on financial statements, accounts, and debtor management. Hold a Prescribed Position with the Guernsey Financial Services Commission. Authorise client payments and act as an authorised signatory for board committees. Provide supervision, training, and technical guidance to colleagues. Motivate and mentor staff, fostering a positive organisational culture. Support business development through sales targets and generating new business leads. Meet deadlines for assigned portfolios and maintain accurate time records. Job Requirements: Relevant professional certification. Over 10 years of experience, with pensions experience preferred. Proficiency in Excel, Word, and Outlook. Strong communication and analytical skills. Detail-oriented with the ability to build positive client relationships. What You’ll Love:Our client offers a collaborative and dynamic environment where your contributions will directly impact the success of the team and the organisation. You will have access to a comprehensive benefits package and support from leadership to help you thrive in your role. The opportunity to work with a diverse portfolio of clients, combined with the flexibility to develop professionally, makes this a rewarding career move. The company fosters a culture of inclusivity and aims to provide the resources for personal and professional growth. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here  

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