
Legal Trust Specialist
1 week ago
Trust Portfolio Manager Job Description
We are seeking a skilled and experienced Trust Lawyer to manage a portfolio of trusts and corporate entities. The successful candidate will be responsible for ensuring compliance with international trust concepts and relevant regulations.
Key Responsibilities:
- Manage a portfolio of trusts and corporate entities, producing necessary legal documents for day-to-day matters.
- Conduct regular reviews of each entity in the portfolio, liaising with clients, trustees, and legal counsel.
- Be responsible for all legal, regulatory, and trust matters for the portfolio under management.
- Provide legal research and analysis for structuring trusts and commercial entities.
- Manage client relationships, operational risk, and service level agreements.
- Develop and maintain voice and face contact with clients and intermediaries.
- Ensure adherence to a set of strict standards.
- Achieve financial chargeability targets and ensure effective monitoring of transactions.
- Anticipate and manage emerging regulatory, taxation, or legal changes.
- Support the team by providing guidance and expertise.
Requirements:
- Relevant Bachelor Degree and professional Trust related qualifications.
- STEP qualification in trust and tax is highly advantageous.
- At least 10 years of experience working with trust/ estate law.
- Strong commercial mindset, excellent organizational, interpersonal, and communication skills.
- Excellent English language fluency; additional languages preferred.
Candidate Profile:
- The ideal candidate will possess strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Flexibility to adapt to changing priorities and deadlines.
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