Trust Manager

6 days ago

London, Greater London, United Kingdom VICTUS SEARCH Full time
About the Role

VICTUS SEARCH is seeking an experienced Trust Manager to join our team. As a Trust Manager, you will be responsible for managing a diverse portfolio of trusts and entities, ensuring compliance with regulatory requirements, and providing expert guidance on tax efficiencies for high-net-worth clients.

Key Responsibilities
  • Trust Portfolio Management: Manage a portfolio of trusts, including UK, offshore, and charitable trusts, ensuring compliance with regulatory requirements.
  • Client Liaison: Liaise with clients, their professional advisers, and other stakeholders to ensure the smooth operation of trust entities.
  • Trust Administration: Conduct periodic reviews of client files, investment performance, and trust operations, and prepare trust accounts, tax returns, and financial statements.
  • Compliance and Risk Management: Ensure compliance with relevant regulations, including CRS, FATCA, Economic Substance, BO Registers, Trust Registers, and AML, and identify and mitigate potential risks.
  • Tax Efficiency: Liaise with tax authorities (e.g., HMRC, IRS) and work towards tax efficiencies for UK-domiciled clients, focusing on inheritance tax (IHT), capital gains tax (CGT), and other relevant areas.
  • Document Preparation: Prepare and review trust-related documents, including minutes, resolutions, and other legal documents.
  • Record Keeping: Maintain accurate and up-to-date records of trust activities, ensuring that all necessary documentation is in place and compliant with regulatory standards.
  • Client Relationship Management: Maintain and strengthen client relationships through regular communication, meetings, and by addressing any concerns or issues that arise.
  • Collaboration: Work closely with investment managers, lawyers, corporate trustees, and other professionals to ensure seamless trust administration.
Requirements
  • Experience: Relevant demonstrable experience gained within trust and probate professional services, with a proven track record in managing high-net-worth client portfolios.
  • Qualifications: Formal qualifications are not necessarily required, but CTA or STEP is considered a bonus.
  • Skills: Strong understanding of UK and offshore trust structures, tax implications, and regulatory compliance requirements, excellent communication and interpersonal skills, and the ability to manage client relationships effectively.

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