Senior Relationship Manager

Purpose: Deliver exceptional service to clients and their advisers by developing and maintaining strong relationships and proactively meeting client expectations.

Key Responsibilities:

• Serve as the primary contact for a diverse portfolio of Trusts, Companies, and other wealth structuring vehicles.
• Provide outstanding client service.
• Regularly communicate with clients and advisers to ensure expectations are met and provide timely, professional reports and information.
• Handle daily administrative tasks for trust corporate client entities.
• Promptly and professionally address client/internal requests, ensure proper documentation, and update client records.
• Coordinate with banks, investment managers, and other agents to manage and report on client assets, conducting regular reviews and reconciliations.
• Perform periodic reviews of client entities to ensure regulatory compliance and completion of administrative tasks.
• Accurately record tasks on timesheets for fee recovery.
• Meet efficiency targets and clear debtors as agreed.

Qualifications:

• STEP or ICSA qualified or part-qualified.

Skills & Experience:

Essential:

• 3-5 years of technical trust experience managing a varied portfolio.
• Strong interpersonal and communication skills, confident with high-value clients and professionals.
• Ability to work under pressure, make decisions, and seek assistance when needed.
• Understanding of anti-money laundering legislation.