Trust Manager

icon Malta
icon Banking & Finance
JOB DESCRIPTION

Ref#4549

 

Our client, one of the largest independent financial services groups headquartered in the Channel Islands with offices in Malta is working in partnership with GRS to recruit an experienced Trust Manager to join their Malta team. This is an exciting opportunity to work with clients across the globe including South Africa, Switzerland, Spain, Portugal, and the UK.  Ideally, you have 3 years relevant experience and perhaps already be studying for the STEP. If you feel you have the necessary skills and experience for this role and wish to join a great company, then GRS look forward to receiving your CV for this Malta-based Trust Manager role.
 
MAIN DUTIES AND RESPONSIBILITIES
  • Day to day running of a trust administration team’s portfolio of clients, including but not limited to superyachts, aircraft, property, investments, holding companies, trusts and foundations.
  • 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 company
  • Providing cover for other trust administration team members and managers in times of absence.
  • Identifying efficiencies and implementing the necessary measures. 
  • Managing a trust administration team along with the Supervisor and providing guidance on managing the day-to-day workload.
  • Ensuring that team members receive the necessary training to carry out their roles to the best of their ability.
  • Completing annual appraisals and probation reviews and providing support to the sub-team leaders.
  • Responsibility for escalating matters to the Client Services Director, as appropriate.
  • Responsibility for ensuring that all team members within the trust administration team meet efficiency targets, where relevant.
  • Responsibility for ensuring all team members meets their KPI’s and department deadlines.
  • Resolving any conflicts which may arise within the trust administration team and escalating them appropriately
  • Proactively identifying and implementing best practices and efficiencies.
CANDIDATE PROFILE
  • At least 2-3 years relevant experience
  • Experience in yachting: Legal / Importation / Registration / VAT / Cooperation with Transport Malta
  • Educated to ‘A’ Level standard, or equivalent
  • A minimum of 5 years’ relevant experience in the Trust and Corporate Services industries
  • A relevant professional qualification i.e. STEP Diploma, ICSA Diploma or equivalent
  • 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 KPI’s 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.
COMPANY BENEFITS
  • On-going training and development with professional study support (STEP)
  • Career opportunities and progression
  • Secondment and relocation opportunities
  • Ability to grow and diversify skill set
  • Competitive compensation packages
  • Wellbeing initiatives
  • Opportunity to invest in the Group via staff share ownership scheme
Due to the high volume of applications we receive at GRS Recruitment, only shortlisted candidates will be responded to.
 
To apply for this position, please email your CV to Gabriella Hansson-Boe, Gabriella@grsrecruitment.com quoting the above job reference or call +356 27780664 for further information.

 

 

Job Summary
  • icon
    3 December 2022
  • icon
    Permanent
  • 4549
  • gabriella@grsrecruitment.com
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