02 Dec 2022

Manager/Trust Officer

Ref 35626

Are you looking for a 6-month fixed term contract? Our client is seeking a temporary Manager or Trust officer to support the Private Wealth Management Team.

This role encompasses the day-to-day running of trust and company structures, and the chosen candidate will be the  point of contact for your client relationships ensuring client delivery and satisfaction.

Key duties for this role:

  • To ensure the SLA's and KPI's are met or exceeded
  • Responsible for client debt and any outstanding debt
  • Maintain strong relationships with clients, give advice and support
  • identify sales opportunities to create new business
  • Work with compliance to ensure policies and procedures current
  • Assist with internal audit
  • Abide by AML guidelines, update due diligence and KYC  

If you have good organisation and listening skills, with the ability to work fast and accurately then register online to find out more!

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