A leading international bank is currently seeking a trust professional to join their private banking division in their Jersey offices. This is a great opportunity to join a business which is committed to hiring diverse talent, promoting people on their merits and treating everyone with respect.
As Trust Officer you will work with clients to strategise toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives.
Responsibilities will include:
Managing a varied portfolio of trust and estate accounts
Assessing the clients overall estate and tax planning needs
Communicating effectively with the client and/or clients attorney on all trust and estate matters
Introducing clients to the broad range of investment management options
Ensuring compliance with legal requirements and internal procedures
Experience and skills required:
Minimum 2 years experience within a similar role
Strong knowledge of estate or trust management and administration and tax issues
Excellent communication and interpersonal skills
Good problem-solving skills and the ability to work independently using on initiative
Experience as a Certified Trust and Financial Advisor would be an advantage, however is not essential
We are an equal opportunity employer and value diversity at all times.
For more information please visit https://www.rowlands.co.uk/job/trust-officer-2.