26 Jan 2021

Trust Officer x2

Ref 33344

A financial services business is seeking a Trust Officer,  to act as the day-to-day client contact for their family members, family offices and their nominated representatives. They manage all the fiduciary aspects of the relationship, also acting as a central point of contact internally and working closely with the Relationship Manager to provide the level of service clients expect from the business.

Key Responsibilities and duties:

  • Responsible for the day-to-day management of a book of relationships.
  • Works collaboratively with internal partners and external advisors in identifying client needs and solutions.
  • Hosting, co-ordinating and minuting 
  • Work alongside the Relationship Manager in preparing and attending client meetings and work with internal partners or third parties on any action items which arise.
  • To act as an authorised signatory for the corporate entities of the company in respect to the management of the trust structures
  • Maintain all documentation/files as appropriate to each client relationship.
  • Coordinate all requests from clients about account opening/closing, global markets, and authorised signatories

The successful candidate will benefit from having:

  • STEP or ICSA Qualification
  • Experience of co-ordinating, attending, and minuting board meetings and decisions
  • Knowledge of fiduciary standards and financial products and services
  • Tax and applicable laws and regulations usually acquired through training, seminars, law school or related experience
  • Direct experience in interacting with demanding clients or prospects and meeting their needs
  • Excellent organizational skills and comfort in prioritizing competing demands

 

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