Trust Manager
Core
Manage a portfolio of international trusts, companies, and legal entities while acting as the primary contact for high-net-worth clients and their advisers.
Role type
Senior IC Trust Manager
Builds
Integrated fiduciary solutions for wealth preservation and succession planning
Domain
International wealth management and fiduciary services
Deliverable
client delivery
Required skills
Trust administration, international tax planning, fiduciary law, client relationship management, compliance (AML/KYC), financial reporting, succession planning
Preferred skills
TEP/STEP, CPA, CFA, additional languages
Technologies
Microsoft Office
Responsibilities
Administer trusts and legal entities across multiple jurisdictions, oversee succession planning and wealth preservation, review financial statements and reports, monitor compliance with legal and regulatory requirements, build long-term relationships with HNW/UHNW clients and advisers, contribute to business development
Seniority
Senior, hands-on IC
