Trust Officer / Senior Trust Officer

  • Administration
  • Senior
  • Guernsey


Job Description

We have a new opportunity for a Trust Officer / Senior Trust Officer to join an award-winning private bank.


Responsibilities will include:

  • Day-to-day administration, management, delegation and control of routine processing including cash management, payments, exercise of discretionary powers, maintaining records, and reviewing and monitoring investment portfolios.
  • Ensuring that chargeable time is properly recorded against clients and invoices are raised in a timely fashion.
  • Acting as primary and/or back up relationship manager for a number of clients in the team and seeking opportunities to enhance relationships.
  • Preparing for and attending client meetings, and following up on action points.
  • Communicating effectively with clients (and other team members) by telephone and face-to-face.
  • Ensuring CDD is maintained for all clients.


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

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