Relationship Manager - Fiduciary

Full Time (35 hrs/wk)

Reference ID: 224767
Duration: Permanent
Salary: To be advised
End Date: 4 Jan 2027

Job Description

We are seeking a Client Relationship Manager to enhance relationships with a portfolio of clients in the fiduciary sector.

Your role will involve:

  • Providing high-quality service and support as a Key Person under Financial Services Authority guidelines.
  • Liaising with the fiduciary team to maintain compliance and smooth operations.
  • Mentoring team members and sharing professional knowledge.

The ideal candidate will have:

  • Strong relationship management and communication skills.
  • A minimum of 5 years' experience in the trust and corporate sector.
  • STEP or CGI qualification (completed or in progress).
  • Experience with ViewPoint and Laserfiche is advantageous.

This opportunity is perfect for a proactive, client-focused professional who excels in managing multiple relationships while ensuring compliance.