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Key Responsibilities

Manage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clients
Oversee the administration of trust structures, ensuring compliance with regulatory and internal requirements
Act as the primary point of contact for clients, intermediaries, and advisors (lawyers, bankers, tax professionals)
Review trust documentation, distributions, and ongoing structuring requirements
Work

Senior Trust Relationship Manager