01481 722817
team@itchyfeet.gg
Itchyfeet Recruitment Agency is one of the largest financial and commercial recruitment agencies in the Channel Islands. We have developed a successful reputation from our professionalism and excellent client servicing. We offer our clients a cost-effective financial recruitment and payroll solution.
Back to ResultsOur client is seeking a Trust Manager to oversee a portfolio of complex, high-net-worth private wealth clients while providing leadership and development support to team members. This role involves managing day-to-day trust administration, ensuring compliance, fostering client and intermediary relationships, and contributing to business development. Job Duties: Oversee and support team members in daily trust administration tasks. Report key issues and developments to senior management regarding technical matters, staff relations, and operational practices. Monitor team workflows, ensuring tasks are completed efficiently and in a timely manner. Develop and maintain relationships with clients and intermediaries, leading client meetings where necessary. Act as a mentor to team members, conducting one-to-one meetings, setting goals, monitoring performance, and supporting professional development. Manage a portfolio of complex, high-net-worth clients, ensuring efficient and profitable service delivery. Identify and pursue new business opportunities through existing client and advisor relationships. Oversee the maintenance of statutory and accounting records, ensuring compliance with relevant jurisdictional regulations. Ensure fair and accurate fee charging and conduct periodic profitability reviews. Act as a "B" signatory on behalf of the company. Organise, prioritise, and delegate tasks effectively to support both team management and client service delivery. Ensure compliance with company policies and procedures, suggesting improvements where necessary. Contribute to business development initiatives and operational improvements. Job Requirements: Qualified or working towards STEP, CGI, or a similar professional qualification. Proven experience in trust administration with strong technical and regulatory knowledge. Proactive and independent approach to tasks with strong problem-solving abilities. Knowledge of fiduciary products, services, and market trends. Strong interpersonal and organisational skills with the ability to manage multiple priorities. High levels of motivation and a results-driven mindset. What You’ll Love: This is an opportunity to join a growing team where you can shape business processes and contribute to the firm’s evolution. With strong career development and training opportunities, this role offers both professional and personal growth within a dynamic organisation. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
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