Client Relationship Manager, Trusts

The Client Relationship Manager will be responsible for delivering exceptional service to clients, ensuring compliance with all regulatory requirements, and proactively identifying and resolving any trust-related issues. The successful candidate will have a strong business development mindset, leveraging opportunities to grow the portfolio and cross-sell services, as well as the ability to supervise and mentor junior team members, fostering a collaborative team environment.

Requirements:

• 7-10 years of proven experience in administering trusts and companies.
• Strong understanding of the regulatory environment for trust and company management.
• STEP qualification or a similar professional designation is preferred.
• Experience in identifying and pursuing new business opportunities.
• Familiarity with cross-selling services and completing due diligence processes.
• Demonstrated experience in supervising and mentoring team members.
• Ability to support team development and handle complex trust-related issues effectively.

This is an excellent opportunity for a motivated professional to take their career to the next level within a dynamic and supportive firm. If you have the expertise and passion for client relationship management in the private client sector, we invite you to apply today.