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Trust Portfolio Manager
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Saint Helier, United Kingdom Apex Group Full timeJob SummaryWe are seeking a skilled Trust Portfolio Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key ResponsibilitiesCompetently and autonomously manage a portfolio of trusts and estatesCarry out duties in a professional manner and in...
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Trust Portfolio Manager
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Trust Portfolio Manager
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Trust Portfolio Manager
2 months ago
We are seeking a highly skilled and experienced professional to join our team at Kleinwort Hambros as a Senior Trust Officer. This is an exciting opportunity to work in a dynamic and fast-paced environment, supporting the administration of a portfolio of Trust and Companies.
Key Responsibilities- Support the team in the day-to-day activities involved in the administration of a portfolio of Trust and Companies.
- Maintain strong relationships with clients and provide a high level of service to internal and external stakeholders.
- Develop a deep understanding of relevant regulations and legislation, including JFSC/GFSC regulations and AML/KYC legislation.
- Utilize strong communication and relationship building skills to facilitate teamwork and build confidence.
- Ensure accuracy and attention to detail in all aspects of the role.
- Excellent communication and relationship building skills.
- Good numeracy and literacy skills.
- Ability to understand trust and company legal documents and accounts.
- Strong understanding of relevant laws and regulations.
- Ability to speak and understand English.