Senior Trust Officer

Our client is seeking a Senior Trust Officer who will undertake the day-to-day administration of a portfolio of client company and trust structures. This role involves managing fairly complex client cases, including bookkeeping entries and the preparation of financial reports and statements. The successful candidate will enhance profitability and limit exposure to risks through collaboration with the Fiduciary management team. The role will also require maintaining strong relationships with clients and ensuring their confidentiality is paramount. Additionally, the individual will be expected to liaise with investment advisors and asset managers regarding client affairs, critically review financial reports, and stay updated on relevant tax issues. Furthermore, the role encompasses business development responsibilities, requiring the officer to meet with intermediaries, develop the existing client base, and identify new business opportunities. This position requires an understanding of local legislation relating to fiduciary business and a commitment to risk management practices.

Job Duties:

• Manage client relationships and ensure mutual understanding of expectations.
• Oversee day-to-day administration of client portfolios, including bookkeeping and financial reporting.
• Liaise with investment advisors, asset managers, and other third parties as necessary.
• Understand financial asset management principles and the effects of market performance on client portfolios.
• Review complex financial reports and accounts.
• Anticipate and resolve technical problems related to client issues, seeking expert advice when needed.
• Identify and suggest service improvements for clients and profitability.
• Stay informed about changes in market conditions and their impact on offshore structures.
• Champion the organisation’s values and promote a culture of professionalism and teamwork.
• Balance clients' needs with the organisation’s commercial objectives while reviewing financial performance.
• Support subordinate staff, building team morale and assisting in their development.
• Maintain professional knowledge through continued education and attendance at relevant industry events.

Job Requirements:

• Educated to A Level or equivalent.
• Minimum of five to ten years’ experience in fiduciary services.
• Proven track record in managing complex offshore fiduciary issues.
• Strong client relationship management skills.
• Comprehensive understanding of offshore fiduciary services.
• Knowledgeable about compliance issues and the regulatory framework impacting fiduciary operations.

What You’ll Love:
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This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here