Private Wealth Trust Officer: Client Solutions & Compliance

Itchy Feet; United Kingdom; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Career development opportunities

Collaborative work environment

Training programs

Job summary

A Private Wealth management company in the UK seeks a Trust Officer to manage a portfolio of complex structures and foster client relationships. This role involves delivering optimal service, adhering to policies, and keeping up with regulatory demands. Candidates should have at least 4 years of experience in finance and relevant professional qualifications. Opportunities for career development and training are offered.

Qualifications

• Proven ability to work independently and under pressure.
• Experience with institutional clients is essential.
• Strong understanding of regulatory frameworks.

Responsibilities

• Serve clients by adhering to group policies and procedures.
• Build and maintain strong client relationships.
• Administer client entities and manage tax filings.
• Contribute to project delivery and compliance.

Skills

Communication skills

Organizational skills

Ability to work under pressure

Initiative

Education

Relevant professional qualification (ICSA, ACA, ACIB, STEP)

Minimum of 4 years' experience in the Finance Industry

Job description

A Private Wealth management company in the UK seeks a Trust Officer to manage a portfolio of complex structures and foster client relationships. This role involves delivering optimal service, adhering to policies, and keeping up with regulatory demands. Candidates should have at least 4 years of experience in finance and relevant professional qualifications. Opportunities for career development and training are offered.