Trust Officer, Private Wealth

Itchy Feet; United Kingdom, 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

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 retention policies.
• Respond to internal communications regarding operational matters in a timely manner.
• Contribute to the successful delivery of remediation and other projects approved by management, including feedback and administrative tasks.
• Administer client entities while maintaining diary entries for tax filings and performance reviews.
• Ensure the integrity of data is maintained at all times.
• Develop a Personal Development Plan in collaboration with management, maintaining required CPD hours.
• Stay up to date with regulatory and control issues affecting operations.
• Maintain awareness and comply with all relevant Anti-Money Laundering laws and regulations.

Qualifications

• Ability to work under own initiative.
• Effective communication skills with clients and colleagues.
• Capability to work under pressure and meet tight deadlines.
• Relevant professional qualification (e.g., ICSA, ACA, ACIB, STEP or legal qualification).
• Extensive experience with institutional clients.
• Sound knowledge of the regulatory framework and applicable trust and company regulations.
• Strong organisational and time management skills.
• Minimum of 4 years\' experience in the Finance Industry.

What You\'ll Love

This role offers the chance to play a key part in maintaining and enhancing the jurisdiction\'s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

How to apply

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