Our client is seeking a Trust Officer to manage a portfolio of client company and trust structures, delivering a high standard of service and supporting the fiduciary management team. The role involves cultivating client relationships, maintaining confidentiality, and ensuring alignment with legal and compliance requirements. This role is ideal for a candidate with a strong understanding of offshore trusts and related structures and a minimum of two years' experience in fiduciary services. Click here to read more
Job Duties:
- Manage day-to-day administration of a portfolio of client cases.
- Assist senior team members with transactions and client queries.
- Ensure mutual understanding of client and organisational expectations throughout the relationship.
- Maintain confidentiality and develop long-term, profitable client relationships.
- Coordinate with investment advisors, asset managers, and other third parties.
- Understand financial markets and their impact on client portfolios.
- Identify and implement improvements to enhance client service and profitability.
- Engage with professional intermediaries to support client business activities.
- Develop new business by understanding client needs and expanding existing relationships.
- Keep up-to-date with financial and economic developments relevant to offshore structures.
- Manage risk by adhering to compliance policies and procedures, and reporting any issues as required.
- Champion corporate values, promoting professionalism, teamwork, and leadership.
- Meet pre-determined utilisation targets and manage work progress within financial benchmarks.
- Participate actively in team meetings and maintain clear, accessible communication with colleagues.
Job Requirements:
- Strong knowledge of offshore fiduciary services, with at least two years' experience.
- Proven experience in managing client relationships in the fiduciary services sector.
- Excellent interpersonal skills for engaging with clients and intermediaries.
- Strong time management, organisational skills, and sound judgement.
- Understanding of financial markets and general financial principles.
- Knowledge of compliance issues and regulatory frameworks in fiduciary services.
- Currently pursuing a relevant industry qualification.
What You'll Love:
Our client values a culture of openness and respect, fostering a collaborative environment where every voice is valued. They are committed to supporting your professional growth and development, offering a rewarding environment to build relationships with international clients across diverse asset classes. You'll be part of a supportive, team-oriented organisation where personal development and client satisfaction go hand-in-hand.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here