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Senior Trust Relationship Manager

UR Capital · Hamilton city

Senior 🇬🇧 English

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.

    Questions fréquentes

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    Published 1 month ago

    Expires 1 week from now

    28 views · 0 interested

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    UR Capital

    Hamilton city