Senior Relationship Manager - Corporate & Trust Services

My client, a leading financial services provider with offices in Gibraltar, is looking for a Senior Relationship Manager for the Corporate & Trust Services Department.

Key tasks:

Fiduciary & Corporate Oversight
• Oversee fiduciary operations, including trust and company administration, ensuring accuracy, compliance, and efficiency.
• Lead the technical review of complex fiduciary, trust, and estate accounts.
• Manage the administration of trust and agency accounts for high-net-worth clients.

Leadership & Team Management
• Manage, train, supervise, and mentor fiduciary professionals across teams.
• Set strategic direction for fiduciary operations and drive operational excellence.

Client Relationship Management
• Act as the senior relationship manager for clients, providing expert guidance on fiduciary matters.
• Engage in client meetings, presentations, and business-development activities.

Regulatory Compliance & Risk Management
• Ensure compliance with legal, regulatory, and internal governance requirements across all fiduciary activities.
• Maintain strong control frameworks, ensuring alignment with risk, internal audit, and compliance expectations.

Operational Strategy & Continuous Improvement
• Develop and implement operational strategies to improve fiduciary processes and enhance efficiency.
• Lead or support automation, process optimization, and change-management initiatives.

Business Development & Growth
• Contribute to growth initiatives by identifying new opportunities and supporting marketing and sales efforts.
• Drive expansion of fiduciary service offerings and maintain profitability.

Requirements of the Individual:
• Extensive fiduciary, trust, or corporate administration experience in a regulated environment.
• Regulated Individual status is in place with the Gibraltar Financial Services Commission.
• Strong knowledge of fiduciary law, trust structures, governance, and compliance frameworks.
• Proven leadership and team-management skills.
• High-level analytical and technical review capabilities.
• Excellent communication and client-relationship skills.

Education & Qualifications:
• Qualified STEP practitioner or similar credentials.
• Experience in financial services, trust services, wealth management, or insurance.
• Proficiency in fiduciary accounting or complex trust/estate reviews.

If you’re ready for the next step in your career, please get in touch ASAP.

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