Team Manager for a Trust Company

• You managed a Team in a previous experience
  
  • You are STEP 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 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