Our client is an independent financial services provider who provides global administration, trustee, accounting, and management and governance solutions focusing on comprehensive investment-led wealth management for an international client base, specialised in high value residents.

They are seeking a Senior Trust Officer to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service.

Main Duties

• Develop working relationships with clients, intermediaries and internal contacts to maximise client retention;
• Manage a mixed portfolio of company and trust structures;
• Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable, i.e. when dealing with enquiries or complaints;
• Prepare minutes and resolutions as required;
• Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business;
• Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business;
• Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with Team Leader.
• Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported;
• Update personal knowledge of intermediary/wealth management market, ensuring that the reputation of the organisation is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.


• Good understanding of the relevant laws of the local jurisdiction.
• Understand the basic features of the different types of investment product
• Working knowledge of Microsoft packages including Excel, Outlook, and Word
• Good numeracy skills and ability to understand routine documents
• Ability to deal with conflicting demands under pressure
• Ability to demonstrate effective communication skills
• Knowledge of business procedures, standards, policies and procedures

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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