Trust Portfolio Manager

2 weeks ago


Saint Helier, United Kingdom Apex Group Full time

Job Summary

We 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 Responsibilities

  • Competently and autonomously manage a portfolio of trusts and estates
  • Carry out duties in a professional manner and in accordance with policies and procedures, legal/regulatory requirements, service levels and company standards
  • Assist in managing the team and deputising in the Senior Trust Manager's absence

Requirements

  • STEP qualified or equivalent
  • Typically 5 years of relevant industry/specialist experience
  • Core skills required: ability to speak and understand English, keyboard skills, and references


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