Senior Trust Officer – Private Wealth

Job Description

We have a great new opportunity for a Senior Trust Officer to join a company that specialises in wealth management solutions for high-net-worth individuals and families.

 

Key duties will include:

  • Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within an assigned portfolio
  • Assist and supervise junior team members with the administration of their portfolios
  • Manage the administration and client service of a portfolio of high net worth clients
  • Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate
  • Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within the portfolio

 

More information about this role is available upon request – contact the team today for further details.