Friday 24 May 2019
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Senior Associate, Fiduciary Business Policy and Risk Officer

Trust Enquire


Type:Full Time

Full Description


Stonehage Fleming 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.  

The Role

This exciting 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 responsibilities include:  
  • 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 required
  • 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 is essential.  

If you are interested in learning more about this opportunity, please forward your CV to / or contact:


How to apply

To apply for this job please email

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