Corporate Trusts Specialist

2 weeks ago


London, Greater London, United Kingdom Apex Group Ltd Full time

The Apex Group Ltd is a global leader in fund administration and middle office solutions. With a presence in over 112 offices worldwide, we provide cross-jurisdictional services to our clients.

Job Summary

We are seeking an experienced Corporate Trusts Specialist - Tax Risk Management to join our team in Bermuda. As a key member of our Corporate Trusts team, you will be responsible for delivering exceptional client service on a portfolio of Corporate Trusts while adhering to Apex risk and compliance policies and procedures.

Key Responsibilities
  • You will provide excellent client relationship management and external networks to promote growth of the corporate trust book through new and repeat business.
  • Deal with ongoing covenant compliance, corporate events, amendments, releases, and determination of discretion requests through review of associated documentation to ensure consistency with scope of appointment and Apex risk appetite.
  • Consider proposals affecting the rights, protections, and remedies of trust beneficiaries by interpretation and application of trust deeds and other transaction documentation, liaising with issuers and external legal counsel as appropriate.
  • Onboard new clients, including completion of CDD requirements, internal risk processes, documentation review, and negotiation to ensure compliance with Apex policies.
  • Manage default and enforcement situations in line with Apex risk appetite and policy.
  • Work with external legal counsel in negotiation of trust documentation in onboarding/amendment/termination and default/enforcement situations to ensure the correct commercial positions are taken to minimize risk to Apex.
  • Administer all Apex internal risk, compliance, and reporting requirements.
  • Bring an existing network of strong relationships with external law firms and other industry professionals to promote growth opportunities and raise the profile of Apex in the marketplace.
  • Be able to work alongside the Business Development Team in evaluating and pricing new business opportunities in line with Apex risk appetite.
  • Ensure personal compliance with Apex Group's periodic requirements re skills updates, risk awareness, and compulsory training.
  • Act in accordance with legal and regulatory requirements impacting Apex Group and the Corporate Trust team at all times.
Requirements

To succeed in this role, you should have:

  • A Vice President 1 or 2 (depending on experience) title.
  • A proven track record of delivering high-quality results in a fast-paced environment.
  • Excellent communication and interpersonal skills.
  • A strong understanding of corporate trusts and tax risk management principles.
  • Ability to work independently and as part of a team.
What We Offer

In return for your expertise, we offer:

  • An estimated salary of $200,000 per annum.
  • A comprehensive benefits package.
  • Ongoing professional development and training opportunities.
  • A dynamic and supportive work environment.


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