Trust Manager

About the role

Sovereign Group is looking for a Trust Manager to manage the trust administration process and client relationships. The role covers the full spectrum of trust setup, including incorporation and activation of offshore and local companies, opening of bank accounts and review of trust documents.

Key responsibilities

• Manage the trust administration process and client relationship management
• Draft and review trust deeds and other trust-related documents
• Handle day-to-day administration of fiduciary functions at both trust and underlying company levels
• Identify legal, investment and tax issues relating to trusts and their underlying companies
• Liaise with colleagues in offices worldwide on administration, incorporation and compliance matters
• Maintain files and records, including safekeeping of original documents and retained mail where applicable

Required profile

• Degree in Business Administration, Law, Accounting or a related discipline, with a STEP professional qualification
• At least 2 years of hands-on experience in a major bank or professional services provider
• Extensive network in legal, taxation and trust areas
• Self-motivated, detail-oriented and customer service oriented

Required skills

• Relationship management, communication and interpersonal skills
• Analytical skills