Trust Officer, Private Wealth

Overview

Our client is seeking a Trust Officer for a permanent position within the Private Wealth department. This role is responsible for the effective and efficient administration of a portfolio of complex structures, engaging with clients and intermediaries daily. The successful candidate will report to the Senior Manager and will proactively develop and build solutions to meet client needs while fostering long-term relationships.

Responsibilities

• Deliver the best possible service to clients by adhering to agreed policies and procedures within the Wealth Structuring Group.
• Actively contribute to the Wealth Structuring Team and provide excellent client service through relationship building.
• Optimise client potential to ensure a consistent and seamless client experience.
• Provide advisory services to clients, ensuring their needs are met.
• Update, scan, file, and archive records as necessary to comply with record re...

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