AVP - Trust

Job Title: Assistant Vice President – Trust

Location: George Town, Cayman Islands

About the Role:

We are seeking an Assistant Vice President – Trust to provide comprehensive trust and corporate governance services to a portfolio of primarily corporate fiduciary clients. This role requires expertise across multiple trust and corporate structures, including STAR and Charitable Trusts, Unit Trusts, Private Trust Companies (PTCs), SPVs, and Foundation Companies. Exposure to both traditional and digital asset structures is highly valued. The AVP will serve as an authorized signatory or director and work closely with senior management on business development, product initiatives, and internal efficiency.

Key Responsibilities:

Trust Administration

Prepare all trust documentation for onboarding, including Declarations of Trust, Trustee Services Agreements, and W–8/W–9 forms.

Establish and administer Foundation Companies, including digital asset structures and DAOs.

Maintain, review, and amend trusts and fiduciary structures as required.

Liaise with internal teams (AML, Compliance, Finance) to ensure regulatory compliance, onboarding, invoicing, and reporting.

Coordinate semi-annual meetings for regulated Unit Trusts and PTCs.

Maintain accurate records in trust and client management systems.

Conduct periodic client reviews and support new system rollouts or upgrades.

Business Management

Identify opportunities to generate new business.

Develop relationships with clients, intermediaries, and service providers.

Attend fiduciary events to enhance knowledge and networks.

Present opportunities to senior management and internal business forums.

Product Development

Assist in developing new products, services, and business sectors.

Coordinate with Compliance to secure regulatory approvals for new offerings.

Identify solutions to improve unit effectiveness and service delivery.

Focus on institutional business and the digital asset space.

Qualifications & Experience:

Bachelor’s degree or relevant academic qualifications.

STEP qualification and/or equivalent professional designation (LLB, CFA, CPA, CFP, CAIA).

Minimum 5 years’ fiduciary experience, with deep knowledge of investment funds and corporate trust structures.

Strong understanding of Cayman Islands regulatory framework and compliance requirements.

Client-facing experience with exceptional relationship management skills.

Leadership and mentoring experience within a team environment.

Proficient in Microsoft 365; knowledge of SharePoint, Dynamics 365, and trust database tools a plus.

Exposure to digital assets is highly desirable.

Core Competencies:

High-performing, self-motivated, and proactive.

Excellent organizational, analytical, and communication skills.

Attention to detail and strong critical thinking ability.

Adaptable and able to thrive in a fast-paced environment.

What the Role Offers:

Opportunity to work in a leading offshore financial services environment.

Exposure to complex and innovative trust and corporate structures.

Collaborative and high-performance culture with professional development opportunities.

To apply or find out further information please reach out to George O'Brien via email or phone 945 8367