Monday 20 September 2021
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Trust Officer

Administration,Trust Enquire

 

Type:Contract
Hours:Full Time
Reference:39200
 

Full Description

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

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

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.


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