Trust Director
Isle of Man
Permanent
Our client seeks a Trust Director to join their team.
Role Profile: The role entails having primary client responsibility for a portfolio of ultra-high net worth individuals and families, supported by a team of trust officers and client accountants, liaising with advisers as necessary. You will have experience of complex contentious and non-contentious trust matters with a solid understanding of investment matters and trustee risk. The role will also have a marketing and business development element. You will maintain and develop relationships with introducers of work and have a shared responsibility for growing the firm's client base.
Key Responsibilities
- Acting as primary client director for a portfolio of fiduciary clients and acting as second director on a defined set of clients.
- Ensuring that a first class service is provided to clients. This includes ensuring that the role holder has an intimate knowledge of their affairs and can ensure that:
- administration is carried out in a timely and efficient manner; and
- all bills are issued and debts are collected promptly.
- Providing in-house legal expertise on complex contentious and non- contentious trust matters, investment matters, complex structures, estate planning with trusts and complex family succession issues including delivery of internal training as required.
- Shared responsibility for business development including:
- Contribution to the overall development of the business through active participation in the Business Development Committee;
- maintenance and development of referrer relationships, generation of new business opportunities;
- writing proposals and participation in pitches;
- writing marketing collateral, articles and thought-leadership; and
- attendance and participating in key conferences and events
- Contribution to management matters or specific projects as required.
- Attendance at board and committee and forum meetings as appropriate.
- Board and committee memberships
- Member of the monthly business development meeting.
Key Skills and Experience
- Qualified solicitor/ICSA/ACCA with 10-15 years PQE.
- Expertise in private client and trust law issues, estate and succession planning, contentious and non contentious trusts, investment as it impacts trustees, English and Guernsey trust laws, succession law.
- Knowledge of family law matters such as they affect trusts.
- Strong corporate governance experience and demonstrable ability to operate at board level.
- Proven business development and marketing experience including an ability to communicate effectively with and gain the trust of high net worth individuals and their advisers, develop and implement marketing initiatives and generate new business.
- Excellent written and verbal communication skills, including experience of public speaking at conferences and seminars.
- Experience of delivering in-house training and seminars on technical trust matters.
- Strong interest in staff development and mentoring at all levels.
- Strong commercial acumen.
- A practical and pragmatic approach to problem solving including the practical application of legal knowledge to client matters.
Competencies
- The ability to use initiative and work independently
- Enthusiasm, reliability and flexibility
- Willingness to get involved and work as part of the team
- The ability to remain calm when under pressure and to meet deadlines
- Accuracy and an eye for detail
- The ability to time manage effectively and to prioritise and organise workflow
- Strong communication skills - confidence in engaging with staff at all levels.
Your specialist: Sally Fenton
Quote job ref: 16293
Hi, I'm Sally and this is one of the job roles I am looking after for this super business. If this job is of interest for you, please submit your CV and we will come back to you to arrange the next staging.
