Trust Portfolio Manager

5 days ago


Saint Helier, United Kingdom Apex Group Full time
Role Purpose

To effectively manage a diverse portfolio of UK trusts, with a focus on estate administration and client relationship management.

The successful candidate will be responsible for autonomously managing a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner, in accordance with company policies, legal requirements, service levels, and standards.

Key Responsibilities
  • Competently manage a portfolio of trusts and estates, including estate administration tasks.
  • Develop and maintain strong client relationships, ensuring excellent communication and service delivery.
  • Assist in managing the team and deputise in the Senior Trust Manager's absence, as required.
Requirements

To be considered for this role, you must have:

  • A minimum of 5 years' relevant industry experience, preferably in trust management or a related field.
  • STEP qualification or equivalent is highly desirable.
  • Strong keyboard skills and the ability to speak and understand English fluently.
  • Excellent CV and references are essential.
About Apex Group

Apex Group is a leading global financial services provider, offering a range of services including trust and fund solutions. We are committed to delivering exceptional service and expertise to our clients, and we are seeking a skilled and experienced Trust Portfolio Manager to join our team.

Estimated Salary

Roughly £55,000-£75,000 per annum, depending on experience, plus additional benefits.



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