Trust Officer

We have an exciting new opportunity for a Trust Officer to join a leading private bank.

Responsibilities:

• Develop working relationships with clients, intermediaries and internal contacts to maximise client retention.
• Manage a mixed portfolio of company and trust structures.
• Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management and use the principle of treating customers fairly (TCF) where applicable, i.e. when dealing with enquiries or complaints.
• Prepare minutes and resolutions as required.
• Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business.
• Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business.
• Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with Team Leaders.

More information about this role is available upon request – contact the team today for further details.