Senior Trust Relationship Manager
UR Capital · Hamilton city
Job description
About the role
We are seeking a Senior Trust Relationship Manager to lead complex international trust structures and serve ultra‑high‑net‑worth (UHNW) clients within a prestigious wealth planning and fiduciary services platform. The role combines relationship management, trust administration, and regulatory oversight across multiple jurisdictions.
Key responsibilities
- Act as the primary relationship manager for a portfolio of international trust and fiduciary structures.
- Manage relationships with UHNW clients, family offices, professional advisors, and internal stakeholders.
- Oversee trust administration activities, including distributions, transactions, banking relationships, and regulatory reporting.
- Ensure compliance with legal, regulatory, tax, and fiduciary requirements.
- Review financial statements, maintain accurate records, and supervise client billing processes.
- Support client onboarding, due diligence, risk assessments, and business development initiatives.
- Contribute to fiduciary governance, audits, risk monitoring, and strategic projects.
- Maintain and enhance policies, procedures, and internal control frameworks.
- Provide technical guidance on complex trust and fiduciary matters and mentor team members.
Required profile
- TEP qualification (or equivalent) with at least 10 years of experience in trust administration, fiduciary services, or wealth planning.
- Extensive experience working with UHNW individuals, family offices, and private banking clients.
- Strong expertise in international trust structures and wealth‑structuring solutions.
- Solid understanding of fiduciary governance, risk management, and regulatory frameworks.
- Excellent organizational, communication, and stakeholder‑management skills.
- Commercial mindset with ability to support business development and client retention.
- Fluency in English; French is an advantage.
Required skills
What we offer
- Opportunity to work within a leading global private bank.
- Exposure to complex, cross‑border trust and fiduciary structures.
- Collaborative environment with strong compliance culture.
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Published 1 month ago
Expires 1 week from now
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UR Capital
Hamilton city