Our client is seeking an experienced Senior Trust Officer to manage the day-to-day administration of a portfolio of complex trust and company structures. This full-time role involves client relationship management, business development, and ensuring compliance with local regulations. The successful candidate will contribute to enhancing client services, improving profitability, and maintaining a risk-aware approach while supporting team development.
Job Duties:
- Administer a portfolio of complex trust and company structures, including bookkeeping entries and financial report preparation.
- Liaise with investment advisors, asset managers, and other third parties regarding client matters.
- Maintain and develop long-term, profitable relationships with clients, ensuring confidentiality and regular communication.
- Provide advice on wealth management, leveraging internal and external expertise as needed.
- Develop rapport with intermediaries and service providers to support business needs.
- Critically review financial reports, including trust accounts and other statements.
- Monitor tax issues and jurisdictions relevant to client circumstances.
- Identify and implement improvements to client services and profitability.
- Stay informed of market developments affecting offshore structures and services.
- Ensure compliance with legal, regulatory, and internal risk management policies.
- Address and resolve client complaints promptly and effectively.
- Promote professionalism, teamwork, and adherence to the organisation's vision and values.
- Support the achievement of financial benchmarks, including utilisation targets and aged debt management.
- Provide guidance and technical advice to junior team members.
Job Requirements:
- Educated to A-level or equivalent.
- A minimum of 5-10 years’ experience in fiduciary services, meeting JFSC C category guidelines.
- Comprehensive knowledge of offshore fiduciary services and complex structures.
- Proven client relationship management and fiduciary issue resolution skills.
- Understanding of compliance issues and regulatory frameworks.
- Strong interpersonal, organisational, and communication skills.
- Sound judgement and knowledge of financial markets.
- Ability to inspire and support team development.
What You’ll Love:
This role offers an opportunity to work within a dynamic and supportive environment where you will manage a varied portfolio of clients while contributing to the success and growth of the business. With a focus on professional development, our client provides a collaborative culture, access to international markets, and the chance to make a meaningful impact in a respected organisation.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
