16 Aug 2021

Trust Officer/ Manager

Ref 33534

The Fiduciary Trust Officer/ Trust Manager will act both directly as the day-to-day client contact for a number of family members, family offices and their nominated representatives for a number of complex structures, as well as being responsible for the direct management and mentoring of the more junior members within the team. 

They will work with the Senior Trust Manager in coordinating and overseeing the team members, who also have direct client contact within the GFO Fiduciary team. They will be expected to manage all of the fiduciary aspects of the relationship, also acting as a central point of contact internally and working closely with the Relationship Manager.

The successful candidate will benefit from having: 

  • STEP or ICSA Qualification
  • Direct experience in interacting with demanding clients or prospects and meeting their needs.
  • Excellent organizational skills and comfort in prioritizing competing demands. 
  • 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

 

Register with us
GSPCA Support
2021 School Visits