Trust Manager
Core
Oversee and develop a dynamic portfolio of trusts and private wealth structures, acting as the primary point of contact for fiduciary matters.
Role type
Senior Trust Manager (Private Wealth)
Builds
Tailored trust and EBT solutions for high-net-worth clients and professional intermediaries
Domain
Private Wealth / Trust Administration / Offshore Structures
Deliverable
client delivery
Required skills
Trust and EBT administration, Multi-jurisdictional structuring, AML/CFT compliance, FATCA/CRS reporting, Client relationship management, Transaction monitoring, Legal document review, Risk management
Preferred skills
STEP or HKCGI certification, Family trust expertise, Employee benefit trust expertise, Cross-border client engagement
Technologies
N/A
Responsibilities
Oversee trust portfolio administration, Build relationships with clients and intermediaries, Support firm growth via cross-selling and pitches, Structure tailored solutions, Review complex transaction documents, Provide technical guidance on trust operations, Ensure regulatory compliance, Drive workflow improvements
Seniority
Senior, hands-on IC