Trust Portfolio Manager
3 weeks ago
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.
-
Trust Portfolio Manager
6 days ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose:To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.Key Responsibilities:Manage a portfolio of trusts and estates in...
-
Trust Portfolio Manager
4 days ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose:To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.Key Responsibilities:Manage a portfolio of trusts and estates in...
-
Trust Portfolio Manager
3 weeks ago
Saint Helier, United Kingdom Apex Group Full timePosition OverviewThe role of the Trust Manager involves overseeing a diverse range of UK trusts and managing estate administration tasks.Key ResponsibilitiesIndependently manage a portfolio of trusts and estates while maintaining client relationship management.Execute responsibilities in a professional manner, adhering to policies, legal and regulatory...
-
Trust Portfolio Manager
3 weeks ago
Saint Helier, United Kingdom Apex Group Full timeRole OverviewThe Trust Manager will be responsible for overseeing a diverse range of UK trusts and managing estate administration tasks.Key ResponsibilitiesIndependently manage a portfolio of trusts and estates while ensuring client relationship management.Perform duties in a professional manner, adhering to policies, legal and regulatory requirements, and...
-
Trust Portfolio Manager
6 days ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe 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 ResponsibilitiesSupport the team in the day-to-day activities...
-
Trust Portfolio Manager
4 days ago
Saint Helier, United Kingdom Kleinwort Hambros Full timeAbout the RoleWe 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 ResponsibilitiesSupport the team in the day-to-day activities...
-
Trust Manager
3 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date22 April 2024Reference56272ContractPermanentHoursFull TimeSalaryNegotiableTrust Manager - Personal Trusts Role Purpose To manage a varied portfolio of UK trusts, and deal with estate administration. Competently and autonomously manage a portfolio of trusts and estates and have client...
-
Personal Trusts Manager
4 days ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose:To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.Key Responsibilities:Manage a portfolio of trusts and estates in...
-
Personal Trusts Manager
6 days ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose:To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.Key Responsibilities:Manage a portfolio of trusts and estates in...
-
Portfolio Management Administrator
4 days ago
Saint Helier, United Kingdom Ocorian Full timeAbout OcorianWe are a global company committed to providing expert solutions for our clients' challenges. Our core values include being client-centric, ambitious, agile, collaborative, and ethical. We are an equal opportunity employer, welcoming candidates from diverse backgrounds.Job SummaryWe are seeking a highly skilled Trust and Company Administration...
-
Portfolio Management Administrator
1 week ago
Saint Helier, United Kingdom Ocorian Full timeAbout OcorianWe are a global company committed to providing expert solutions for our clients' challenges. Our core values include being client-centric, ambitious, agile, collaborative, and ethical. We are an equal opportunity employer, welcoming candidates from diverse backgrounds.Job SummaryWe are seeking a highly skilled Trust and Company Administration...
-
Manager of Trust Operations
3 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob OverviewThe role involves supporting the effective and profitable management of various trusts and corporate structures assigned to the team. The primary responsibility is the thorough administration of intricate entities under their supervision.QualificationsEssential QualificationsDiploma in Finance or AccountingRequired ExperienceWealth and Investment...
-
Trust Relationship Manager
3 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob OverviewThe role involves supporting the effective and profitable management of various trusts and corporate structures assigned to the team. The primary responsibility is to ensure the thorough administration of intricate entities under their supervision.QualificationsEssential QualificationsDiploma in Finance or AccountingRequired ExperienceWealth and...
-
Manager of Trust Operations
3 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Overview The primary objective of this role is to support the effective and profitable management of various trusts and corporate structures assigned to the team. The individual will be accountable for the thorough administration of intricate entities under their supervision. Required Qualifications Essential Qualifications Diploma in Finance...
-
Trust Relationship Manager
3 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Overview We are seeking a dedicated professional to support the effective and profitable management of various trusts and corporate structures assigned to our team. The role involves the thorough administration of intricate entities under your supervision. Required Qualifications Essential Qualifications Diploma in Finance or Accounting ...
-
Portfolio Manager
4 days ago
Saint Helier, United Kingdom Apex Group Full timeJob Summary:We are seeking an experienced professional to join our team as an Assistant Manager at Apex Group. As a key member of our client services team, you will be responsible for providing administrative support and relationship management to a portfolio of clients.Key Responsibilities:Provide high-quality administrative support to a book of Private...
-
Portfolio Manager
6 days ago
Saint Helier, United Kingdom Apex Group Full timeJob Summary:We are seeking an experienced professional to join our team as an Assistant Manager at Apex Group. As a key member of our client services team, you will be responsible for providing administrative support and relationship management to a portfolio of clients.Key Responsibilities:Provide high-quality administrative support to a book of Private...
-
Fiduciary Portfolio Manager
1 day ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob SummaryWe are seeking a highly skilled and experienced Fiduciary Portfolio Manager to join our team at Standard Bank Group. As a key member of our Fiduciary Services business, you will be responsible for managing a designated asset portfolio, providing expertise and guidance to clients, and ensuring that our business operates within all regulatory and...
-
Fiduciary Portfolio Manager
1 day ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob SummaryWe are seeking a highly skilled and experienced Fiduciary Portfolio Manager to join our team at Standard Bank Group. As a key member of our Fiduciary Services business, you will be responsible for managing a designated asset portfolio, providing expertise and guidance to clients, and ensuring that our business operates within all regulatory and...
-
Fiduciary Portfolio Manager
2 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Client Service DirectorCompany: Standard Bank GroupTo provide expertise for and manage a designated asset portfolio for Fiduciary Services business, service a portfolio of clients and assist in the regulatory management of the fiduciary business, while ensuring that the business operates within all regulatory and legislative frameworks and...