Senior Account Manager - Trust Services

About the role

Amicorp is looking for a Senior/Account Manager for its Trust Services practice in George Town, Cayman Islands. The role manages a portfolio of trusts and corporate entities in line with international trust concepts, ensuring compliance with all relevant regulations, and acts as the ultimate point of responsibility for the legal, regulatory and administrative trust matters of the portfolio.

Key responsibilities

• Manage a portfolio of trusts and corporate entities and produce the legal documents needed for day-to-day administration (letters, trustee resolutions, deeds of amendment).
• Review each entity regularly with clients, trustees, intermediaries and legal counsel, and keep client files complete and accurate.
• Provide legal research and analysis for structuring trusts and commercial entities, including transfer-ins, beneficiary issues, weak deeds, special requests and international tax matters.
• Manage client relationships, operational risk, service level agreements and client deliverables, acting as a trusted advisor and following client contact guidelines.
• Meet financial chargeability targets, monitor transactions, handle pricing, invoicing and collections.
• Anticipate regulatory, taxation and legal changes and ensure compliance risks are addressed for the client.
• Support the Local Management Team, the Client Acceptance Committee and Compliance on onboarding and ongoing client administration, and ensure KYC rules are followed.
• Promote Amicorp at round tables, write articles, promote new products and grow the portfolio from existing clients and through referrals.
• Prepare client proposals, support marketing and sales, and train other offices in the Group if required.
• Act as director, trustee, nominee, manager, secretary or authorized signatory in internal or client entities when asked by management.

Required profile

• Bachelor's degree and other trust-related professional qualifications; STEP qualification in trust and tax highly advantageous.
• At least 4 years of experience in trust or estate law, ideally in a similar business.
• Good understanding of financial services legislation and familiarity with international requirements such as CRS, FATCA, BEPS, GAAR and ESR.
• Strong commercial mindset, proactive, revenue and target driven, with excellent communication and client-facing skills.
• Fluent English; additional languages preferred.
• Ability to work in a small, dynamic local team and a larger matrix organization, with proven leadership and teamwork skills.