Fiduciary Relationship Manager

4 weeks ago


Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time
Job Summary

We are seeking a highly skilled and experienced Fiduciary Relationship Manager to join our team in Edinburgh. As a key member of our Fiduciary Services team, you will be responsible for managing the trustee/fiduciary relationship with a specific set of UK managed fund clients.

Key Responsibilities
  • Manage the trustee/fiduciary relationship with a specific set of UK managed fund clients, ensuring that all regulatory requirements are met.
  • Arrange and attend client meetings as required, providing excellent customer service and ensuring that client needs are met.
  • Work closely with the Fiduciary Operations function to resolve any queries or issues that may arise, providing training and support as needed.
  • Monitor and review investment and borrowing activity for designated funds, ensuring that all relevant regulatory requirements are met.
  • Interact with clients in respect of breaches and price errors, providing timely and effective resolution.
  • Responsible for daily cash flow monitoring processes in line with AIFMD/UCITS requirements, working closely with the Fiduciary team.
  • Assist in the planning and execution of onsite inspection visits to managers, administrators, transfer agents or other entities as directed.
  • Assess risk and make business decisions, demonstrating a high level of integrity and professionalism.
Requirements
  • Extensive experience in fiduciary or compliance services, with a strong understanding of regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment.
  • Bachelor's degree or higher, with a strong understanding of financial services and regulatory requirements.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. Our team is committed to providing excellent customer service and ensuring that our clients receive the highest level of support.

As a member of our team, you will have the opportunity to work with a global organization that is committed to making a positive impact in the financial services industry. We are an equal opportunities employer and welcome applications from diverse candidates.



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