The Agency is recruiting for an Assistant Manager – Private Client Trust on behalf of our client.

Career Growth Opportunities: Gain exposure to complex trust and corporate structures while managing high-level client relationships, offering a strong foundation for career development.

Impactful Relationship Management: Develop strong relationship-building skills and gain clients’ trust through consistent and personalised services.

Leadership and Mentorship: Learn to manage and mentor a team, serve as a role model, and develop the skills essential for advancing to higher-level managerial positions.

• Manage and administer a complex portfolio of private clients while fostering strong relationships with beneficiaries and advisors.
• Coordinate the on-boarding of new structures with families and internal teams, ensuring compliance with legal requirements, constitutional documents, and group policies.
• Verify and approve account transactions to maintain a robust anti-money laundering (AML) environment.
• Uphold Client Due Diligence for all structures and resolve risk review action points within designated timeframes.
• Maximize profitability by recording time, achieving revenue targets, and recommending fee increases or additional charges for exceptional work.
• Manage and mentor team members to drive performance and professional growth.

Requirements:

• At least 5 years of experience in trust and company administration.
• Relevant professional qualification, such as STEP or similar, is preferred.
• In-depth knowledge of trust and company administration, with a strong understanding of investments or banking.
• Proficient in Microsoft Office.
• Strong interpersonal and team management abilities.
• Excellent written and verbal communication skills.

Salary: US$98,000 – US$106,000 per annum. 

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply. 

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Erika@theagency.ky