Trust Manager

Trust Manager

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The Client is looking for a professional that will be able to provide assistance and carry responsibility for the daily running, management and oversight of the team’s portfolio of clients, which will be a mixture of assets ranging from investments and holding companies to superyachts and aircraft.

The role is offered on a hybrid model, however for the duration of the probation period it is recommended to be office based.

Key responsibilities

• Ensuring that all procedural manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role. i.e. client and non-client related

• Liaising with other departments regarding accounting, taxation and operational matters

• Liaising with clients and intermediaries both by telephone and in writing

• Attending client and intermediary meetings, with the potential of travel

• Assisting team members with queries being encountered and, in the resolution, thereof, by means of a methodical approach

• Acting as ‘B’ signatory for the Client.

• Providing cover for other trust administration team members and managers in times of absence

• Identifying efficiencies and implementing the necessary measures

 

Minimum experience / education required

• Experience in yachting (legal/importation/registration/VAT/cooperation with Transport Malta)

• Educated to A level standard, or equivalent

• Minimum of five years' relevant experience in the trust and corporate services industries

• Relevant professional qualification i.e. STEP Diploma, CGI Diploma or equivalent

 

Skills and experience

• Good standard of business writing and numeracy skills

• Demonstrated ability of managing an administration team

• Previous experience of managing own portfolio of clients

• Excellent communication skills and ability to impart knowledge to others, including clients, clients’ advisors and professional intermediaries

• Ability to manage and maintain client relationships in accordance with KPIs and business standards

• Ability to take responsibility for overall work, including work which is delegated to the administration team, as well as the prioritisation of workload and the ability to meet deadlines

• Knowledge of legal and regulatory framework operating in Malta and other territories, including anti-money laundering provisions and relevant fiduciary laws, etc.

• Technical competence in relation to all fiduciary matters including trusts, companies, foundations and other structures

• Excellent critical analysis and problem-solving skills, ability to convey these to the team to improve standard of work and levels of efficiency

• Ability to promptly obtain an overview of a situation and ascertain potential improvement areas and solutions thereon