A fantastic opportunity to gain experience working in the private wealth team of a highly regarded and dynamic trust and corporate services provider, on a 12 month contract.
As Trust Officer you will provide support with an allocated portfolio of private wealth client relationships and manage their day-to-day service delivery needs.
You will also assist the Client Relationship Manager to develop existing client relationships and where appropriate, support your team with new business commercial activities to develop new relationships.
Responsibilities will include:
Acting as the primary point of contract for your team’s client relationships
Assisting with the creation of service level agreements for clients
Providing guidance and support to clients and your team
Supporting client relationship managers with monitoring team performance
Acting as a ‘B’ or ‘C’ signatory
Experience and skills required:
Minimum 2 years’ trust experience
Either hold or willing to work towards a JFSC Table 5 qualification
Good technical knowledge of regulatory requirements and standards
Excellent written and verbal communication skills
Ability to manage and prioritise multiple tasks
We are an equal opportunity employer and value diversity at all times.