Trust Manager / Assistant Manager
Private Wealth | Guernsey, Channel Islands | Full Time
About Suntera.
Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.
About The Role.
As a Manager or Assistant Manager, you will provide oversight, day-to-day management, and cohesive leadership to the Trust team. You will be responsible for liaising with the team on all day-to-day matters within the scope of their duties and facilitate staff development through guidance, training, and performance feedback.
Your duties will include:
* Maintain a high level of client service and appropriate levels of client relationship
* Assist with group organisation and the control of workflows, working with directors, senior managers and other managers to ensure work is carried out in an orderly and timely fashion, driving the pace of the team’s work
* Be involved with complex and bespoke services provided to clients, ensuring that risks are properly identified, and appropriate action plans are put in place to mitigate the risks associated
* Overall responsibility for a team of individuals who administer a diverse portfolio of fiduciary entities
* Ensure all correspondence and other communication is attended to professionally and promptly to ensure a consistently high standard of service
* Work with the team to ensure that the firms KPIs are met by the individual team members in line with objectives set within performance reviews
* Where appropriate, act as the lead relationship manager for a small portfolio of high value and complex structures
* Sign documents as a ‘B’ authorised signatory where applicable
* Attend meetings with clients and a willingness to travel outside of Guernsey when required
* Keep abreast of the changing regulatory environment and new legislation that is being introduced and ensuring that the team are updated
* Focus and facilitate staff development through guidance, training, and performance feedback
* Hold regular Team meetings to cascade important information and share updated policies/procedures etc.
* Sit on committees as required
* Ensure cover for team portfolios during holidays and long periods of study leave or other absences
About you.
You will have relevant management-level experience and strong interpersonal skills. The following attributes would also be advantageous:
* Strong knowledge and experience of managing trust structures
* Qualified in STEP, CGI or similar professional qualification, or working towards the same
* Be proactive and forward-thinking with the ability to deal with tasks independently and use your initiative
* Excellent organisational and communication skills
* Proven experience and ability to lead a team and assist with training and development of staff
* Ability to work to deadlines and meet and define KPIs
* Be a brand ambassador and role model for the brand values of empowering responsible ambition
Personal qualities
* Integrity
* Inspires client and team confidence
* Adaptable and versatile
* Assertive and confident
* Discrete and tactful
* Emotional resilience
* ‘Can do’ attitude
* Role model
* Appropriate office conduct and attitude to work
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.
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