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Trust Case Manager, Private Wealth Management - Bristol

Agreus Limited
Closing date
4 Dec 2021

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Contract Type
Full Time
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An organisation that focuses on protecting wealth for UHNWI's and Families via Corporate Trustee and Trust Services, are looking to hire for a Trust Case Manager position based in Bristol. This is a brand new role that will be joining a team of like-minded colleagues providing excellent service to clients who have selected the company to act as their trustee.

Role Summary:

You will be responsible for managing trusts for both individuals and charities. In addition, you will support and encourage other team members who are developing their trust skills.

Duties and Responsibilities:

Take over and successfully manage a portfolio of existing trusts for clients providing excellent service and ensuring that these trusts are managed to comply with the terms of the underlying instrument and applicable legislation.

Ensure that all aspects of financial crime are complied with when managing these trusts.

Ensure that your trust cases are managed efficiently and effectively and optimise how they are supported by the wider trust team. Key focus must be on excellent and efficient service to trust clients.

Operate as part of the company's case management team to operate and develop the business, supporting your team colleagues as appropriate.

Job Skills & Qualifications
  • Graduate, preferably with a law degree or the STEP qualification.
  • Proven experience of managing trusts in a similar business and with strong trust knowledge.
  • Strong organisational and communication skills with ability to forge close working relationships with clients and internally, at both board and managerial levels.
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