Trust Portfolio Manager

3 weeks ago


Saint Helier, United Kingdom Apex Group Full time
Position Overview

The role of the Trust Manager involves overseeing a diverse array of UK trusts and managing estate administration tasks.

Key Responsibilities
  • Independently manage a portfolio of trusts and estates while ensuring high standards of client relationship management.
  • Perform duties in a professional manner, adhering to established policies, legal and regulatory requirements, and company standards.
  • Assist in team management and act as a deputy in the absence of the Senior Trust Manager when necessary.

Qualifications & Skills Required
  • STEP qualification or equivalent is essential.
  • A minimum of 5 years of relevant industry experience is typically required.
  • Core competencies include:
    • Proficiency in English communication.
    • Submission of a comprehensive CV.
    • Strong keyboard skills.
    • Provision of professional references.


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