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The Trust Officer will administer and monitor a diverse client portfolio and investigate and suggest enhancements where necessary. The successful candidate will review client structures, completing review process for client entities and maintain an accurate and up to date records of client entities. The role requires the candidate to provide a professional service to all client and intermediaries and ensure that all existing clients are retained.
We are looking for excellent written and verbal communication skills with strong interpersonal skills. The role requires that the successful candidate must be technologically proficient and have a working knowledge of the full Microsoft Office suite of applications. The ideal candidate is passionate about their work, possesses exceptional client service skills, and demonstrates strong trust knowledge.
- STEP Diploma in International Trust Management (or be working towards it)
- A minimum of 3 years relevant experience
- A working understanding of accounting to be able to review and interpret financial statements. A professional accounting designation would be ideal (CA/ACCA/CPA)