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Trust Director

Geneva Permanent View Job Description
For our client, we are seeking for an experienced Team Manager that already had at least a couple of Trust Officers under management.An expertise on the UK is a plus.
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added 30/05/2024

  • You managed a Team in a previous experience
  • You are TEP qualified with a great Trust Management knowledge

About Our Client

A well-established trust company in Geneva.

Job Description

  • Administer and enhance client portfolio, ensuring timely care and suggesting improvements.
  • Manage team billing and cash collection efficiently to minimize write-offs.
  • Review client structures, demonstrate risk awareness, and fulfill review procedures.
  • Adhere to contractual and statutory obligations, guiding team members accordingly.
  • Prepare and review reports for management and meetings.
  • Maintain accurate central diary systems to meet deadlines.
  • Ensure prompt and professional service to clients and intermediaries.
  • Retain existing clients through effective administration.
  • Train and manage team members, conducting performance reviews.
  • Promote group services to clients and identify new business opportunities.
  • Deputize for senior team members as necessary.
  • Adhere to compliance procedures and CPD requirements.
  • Perform any other necessary duties as directed by Management.

The Successful Applicant

  • Minimum 10 years of relevant trust administration experience.
  • STEP qualified with UK legal/tax expertise preferred.
  • Experience managing a team of Trust Officers.
  • Strong understanding of trust and corporate structures and fiduciary responsibilities.
  • Excellent organizational, prioritization, and client relationship skills.
  • Ability to improve work directives and procedures.
  • Focus on compliance and regulatory matters, including FATCA and CRS.
  • Positive team player with a hands-on mentality.
  • Proficient in English (oral and written); Viewpoint knowledge advantageous.

What's on Offer

A caring and flexible employer.

Contact
Sima Kebbe
Quote job ref
JN-032024-6368681

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Consultant name
Sima Kebbe
Job Reference
JN-032024-6368681

PageGroup is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.