Fiduciary Advisory Director, Bermuda

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Major responsibilities
• Provide advice to the Head of Global Private Banking Bermuda in respect of commercial decisions to be taken that affect existing, closed and proposed business
• Act as a senior technical specialist within the Fiduciary Services Unit (FSU), providing support to Wealth Planners (WP), the Business Implementation Unit (BIU) and Trust Relationship Managers (TRM) namely, process, implementation and technical issues around planning and the customising of solutions for complex client structuring / tax planning requirements
• Act as the Subject Matter Expert and Advisor for the development and co-ordination of the PWS Business Model and Policies for Core and Non-Core Solutions. Advising and providing support to TRMs with respect to legacy issues, specifically, tax related trust issues and the available solutions. Must possess a strong working knowledge of G20 country tax rules and their relevance to Trust structures
• Act as the interface for PWS Bermuda with external regulators as it pertains to offshore Trust entities and providing technical expertise on all Trust related litigation matters for both the business and legal department, as well as all Trust related compliance matters for both the business and Bermuda compliance
• Maintain an in depth understanding of the GPB / PWS client base and business risk issues, including economic, operational, legal, regulatory and tax trends and assisting in the development of strategic initiatives for PWS Bermuda and PWS Europe
• Develop technical training materials and deliver training to GPB / PWS staff, both locally and globally as required.

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