Senior Associate, Fiduciary Business Policy and Risk Officer
is one of the world’s leading independently owned family offices and the
largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of
services, geographic reach and by assets under management, advice and
administration. Stonehage Fleming provides a range of services from long-term
strategic planning and investments to day-to-day advice and administration to
over 250 families of wealth. The Group employs over 500 people in 11 offices in
8 jurisdictions around the world.
role is typically suited to someone who can demonstrate strong risk and
governance knowledge and are likely to have previously undertaken trust
officer/trust manager responsibilities as part of their career to date. Our
business is seeking to appoint a Fiduciary Business Policy and Risk Officer, to
join our Family Office Team in Jersey. You will play a key role in developing and
delivering compliance and risk policy within our Family Office Trust Division, interfacing with the
Technical Committee for requirements and liaising with the group’s Risk & Compliance function, as required.
Your duties and
- The drafting of new
technical policies and procedures in line with various frameworks, under the
direction of relevant committees/departments
- To ensure the Family
Office department intranet section, falling under this policy remit is
displayed satisfactorily and kept up to date
- To liaise with other
areas of the business, i.e. HR and In House Legal to create and deliver a
suitable coordinated training programme across the Jersey and Switzerland
Family Office teams relating to such
policies and procedures, taking input from the Technical Committee as to topics
- To provide support to
the Family Office Business Compliance Officer (BCO) role holder on an ad hoc
basis and during periods of leave
You will ideally
hold approximately 7 + years’ experience in the financial services industry,
with a particular focus on the fiduciary sector, including governance and trust
administration and possess the ability to draft policy frameworks, and
coordinate the addition of expert pieces of knowledge into these frameworks.
Experience in risk management is advantageous, as well as comprehensive
knowledge of the Jersey regulatory regime with the ability to understand the risk and process
implications for a business.
Confidence to deliver practical governance and
compliance solutions, balancing risk management and commercial considerations
If you are
interested in learning more about this opportunity, please forward your CV to /
or contact: email@example.com
How to apply
To apply for this job please email firstname.lastname@example.org.
For more information please visit https://www.stonehagefleming.com/.
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