Our client is an international Banking and Financial services organisation with offices established locally.
Due to continued growth they are seeking to recruit Trust Managers to work in the local offices. The chosen applicants will form part of a team of professional Trustees with experience in the administration of Trust relationships for both Maltese and foreign settlors/beneficiaries.
Duties and Responsibilities.
Reporting directly to the Deputy Head of Trust Services, the incumbents will have the following duties and responsibilities:
• Develop and retain clientele
• Provide clients with wealth planning advice and solutions
• Work closely with both clients and their advisers in order to implement wealth management solutions with focus on succession, tax, cross-border matters and family governance
• Manage own case load of trust relationships by reviewing investment positions and tending to queries or requests for advice by settlor/beneficiaries
• Participate in strategic development and achieve revenue goals of the department
Qualifications.
The right persons will;
• Be in possession of STEP or legal qualification or
• Possess a degree or equivalent in Accountancy or Financial Services.
Skills and Experience.
Essential
• Minimum of 4 years experience in the provision of trustee Services or similar fiduciary responsibilities
• Excellent interpersonal skills, in particular presentation skills
• Experience and a well-developed understanding of the trust business both locally and internationally
• Ability to work under pressure and on own initiative within tight deadlines
• Ability to negotiate with very senior people both within and outside the bank
Desirable
• Working knowledge of financial, insurance and investment markets
• Sales oriented with a deep knowledge of wealth planning, banking, investments and multi jurisdictional tax
Interested applicants should send their CV in Word format along with a detailed covering letter to Manuela at careers@quadconsultancy.com All applications will be treated in strict confidence.