Assistant Manager, Private Clients

Your responsibilities will include:

• administering a portfolio of complex trust and corporate structures, holding portfolio and non portfolio assets
• managing relationships with settlors, beneficiaries, protectors and beneficial owners, and their advisors, investment managers and other third parties, delivering a prompt and high level of service
• dealing with the on-boarding of new structures by working with the families and their advisors, as well as colleagues in business development and risk & compliance
• ensuring that all structures are administered in accordance with applicable laws, relevant constitutional documents and group policies and procedures
• monitoring, verifying and approving account transactions to ensure a strong AML environment
• ensuring Client Due Diligence is maintained for all structures
• ensuring risk review action points are cleared within appropriate time frames
• monitoring the profitability of each relationship through the accurate recording of time spent, charging and collecting fees as agreed and special fees where appropriate for unusual work, meeting agreed revenue targets from existing and new relationships
• researching, evaluating and recommending fee increases, additional fees for unusual work
• managing, mentoring and coaching team members

About the team

Trust is a tradition at Butterfield, in every sense of the word. As the Bank’s fiduciary services subsidiary, Butterfield Trust offers trust, estate, company management and custody services. Across the Group, the Butterfield Trust team assists with the formation and administration of trusts, companies and partnerships for both private and corporate clients designing solutions that meet our clients’ requirements.

Your qualifications and skills include:

• minimum 5 years of experience
• relevant professional qualification such as the STEP, ACIB or ACIS
• excellent knowledge of trust and company administration
• good knowledge of investments and / or banking
• strong interpersonal and team management skills
• excellent communication skills
• fluent (written and spoken) English essential
• proficient in the use of Microsoft Office suite