Senior Trust Manager - Trust Services

To be a senior contributor in the Trust Services team supporting the Head of Trust Services (Private Clients) to lead and manage the Private Clients team to be an effective efficient and profitable part of Ocorian.

The candidate will be responsible for the client administrative delivery operations and service standards of their area whilst creating strong profitable relationships with clients.

To motivate and promote a culture of teamwork through excellent leadership and mentoring.

Main responsibilities

• Support the local Head of Trust Services (Private Clients) in his/her overall duties including but not limited to overseeing the daily client administration operational aspects ongoing regulatory and compliance oversight business development efforts and motivating the team.
• To support and mentor the Trust Services team including assisting with ongoing client responsibilities in addition to supporting with the management of the Group.
• Guide motivate and oversee the Trust officers and managers to ensure excellence in client delivery within agreed timelines whilst esteeming appropriate risk mitigation.
• Support and ensure performance targets of the Private Clients team are on track and motivating.
• To manage the daytoday administration of the Private Client team specifically covering a varied and complex portfolio of trust structures and to maintain a wide knowledge and understanding of trust and corporate administration generally to include money laundering compliance and relevant legislation.
• Acquire a thorough understanding of the structures used by clients and the reasons for so doing.
• Act as Director and/or bank account signatory for Private Clients client companies
• Act as Resident Manager for Ocorian Singapore Trust Company
• Act as Data Protection Officer (DPO) for investment holding companies underlying Trust structures where appropriate.
• Foster close working relationships with other service and support lines in the local office and Group.
• To ensure absolute compliance with KYC procedures whilst maintaining knowledge of the client business and operational workloads.
• Work closely with Business Development and SubjectMatterExperts (SMEs) with the onboarding of new business within the Group.
• To ensure prompt billing and cash collection are carried out effectively and in a timely manner.
• Any other such duties that would be reasonably required for this role.

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Qualifications :

Knowledge skills and experience

• An enhanced level of technical knowledge to include more complex areas of trust services investments accounting and tax legislation and regulation. This includes Discretionary trust Reserved Power Trust Revocable/Irrevocable Trust Private Trust Company (PTC) etc.
• Relevant professional qualification (ACCA ICSA or STEP preferred) together with a minimum of eight years relevant experience in the trust industry.
• 35 years of experience in management level or managing teams.
• Excellent organisational and client management skills together with full knowledge of current company and trust legislation and the local regulatory environment.  This includes a high level of awareness of risk factors and compliance procedures.
• Professional manner with the ability to relate to persons at all levels and to identify clients needs responding to these quickly and effectively.
• Excellent people management skills to include high level of integrity excellent written and oral communication skills and the ability to multitask.
• Good organisational and people management skills together with a thorough understanding of client issues within the Group.
• Selfmotivation and proactive skills coupled with good interpersonal and communication skills essential to maintain and develop strong relationships with existing and potential clients.
• Good interpersonal skills with flexibility to attend afterhours functions where relevant.
• Thorough knowledge and understanding of Ocorians strategy procedures and policies compliance and technical issues to enable you to act as role model for peer group and junior staff.
• Ability to communicate in Mandarin with Chinesespeaking clients

Additional Information :

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues wherever in the world they may be.
• We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL  We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.