Our client is an independent and leading provider of bespoke private wealth, corporate administration, and yacht services, catering to companies, individuals, and families across the globe. They are on the lookout for a Trust Officer to manage the day-to-day administration of a portfolio of client company and trust structures. This is a full-time role that provides an exciting opportunity to work in a fast-paced, collaborative environment, while maintaining a focus on client relations and risk management. Join a culture that values teamwork, open communication, and individual growth, and contribute to delivering exceptional service for an international clientele.
Job Duties:
- Administer a portfolio of client cases while supporting senior team members with transactions.
- Develop a broad understanding of offshore trusts, companies, and associated structures.
- Establish and maintain productive long-term relationships with clients while ensuring confidentiality.
- Collaborate with investment advisors and asset managers concerning client affairs.
- Understand financial asset management and assess how market performance affects client portfolios.
- Navigate tax-related issues and address jurisdictional concerns relevant to client needs.
- Proactively identify and propose enhancements for client service and profitability.
- Cultivate relationships with professional intermediaries to support and grow the client base.
- Stay informed about industry changes and new services to enhance client relations.
- Comply with local legislation on fiduciary matters, including anti-money laundering and related regulations.
- Report operational risks and ensure all risk issues are adequately addressed.
- Champion the company’s values and contribute to the overall vision and direction of the group.
- Manage financial targets and ensure adherence to the organisation’s risk management policies.
Job Requirements:
- Strong knowledge of offshore fiduciary services and experience in handling related issues.
- Proven track record in managing client relationships effectively.
- Excellent interpersonal skills for engaging with clients and intermediaries.
- Demonstrated time management and organisational abilities.
- Sound judgement and decision-making skills in a fiduciary context.
- Basic understanding of financial markets.
- Exceptional communication skills, both written and verbal.
- Familiarity with compliance issues and the regulatory landscape.
What You’ll Love:
This role offers the chance to thrive in a supportive and dynamic environment where team collaboration is fostered. Our client is dedicated to inspiring their team by listening to their insights and promoting a culture of trust and shared success. You will be joining a diverse organisation that values individual contributions regardless of gender, ethnicity, ability, or background. If you are passionate about fiduciary services and are looking for an organisation that truly values its people, this could be the perfect opportunity for you. Embrace the chance to expand your career and make a meaningful impact—apply today!
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