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Posted 3 months ago

  • Sector: Trust
  • Job Ref: 39703

A rewarding career opportunity for a Trust Officer or a senior trust professional to be part of a thriving and innovative global bank, where you will have the opportunity to work with a diverse team and interesting clients whilst making a real impact.

As Trust Relationship Lead, you will have oversight of the trust administration for ultra-high net worth fiduciary relationships, which will entail working with clients and their private bankers to strategise toward the preservation and continued growth of trust assets.

You will also assist in achieving their specific trust and estate planning objectives, and introducing clients to a broad range of trust and private banking opportunities.

Responsibilities will include:

  • Managing a book of trust and company accounts and engaging in trust client relationship management which may occasionally include travel

  • Ensuring all accounts are administered efficiently and in accordance with the firm's policies and procedures, legal requirements, governing instruments and with the highest level of client service

  • Appropriately assessing risk when business decisions are made, demonstrating particular consideration for the firm's reputation, and safeguarding its clients and assets

  • Representing the trust business both internally and externally to ultra-high net worth clients, prospects and their advisors

  • Assisting with the review of new business opportunities

Experience and skills required:

  • 6+ years of experience within in trust and company management and administration

  • Hold a STEP qualification

  • Proven experience in the trust officer role

  • Strong subject matter expert knowledge and proven technical proficiency in the investment, legal and tax issues relative to trust and/or company management

  • Strong communication and proven presentation skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.