Trust Officer Private Wealth

Full time @Jobs in Jersey posted 1 year ago in Telecommunications
  • 38 Esplanade St Helier Jersey, JE1 4TR View on Map
  • Post Date : February 2, 2024
  • Apply Before : February 29, 2024
  • Salary: Negotiable
  • 0 Application(s)
  • View(s) 160
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Job Detail

  • Job ID 1260
  • Career Level Others
  • Experience Less Than 1 Year
  • Gender Male
  • Industry Management
  • Qualifications Certificate
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Job Description

A Trust Officer in Private Wealth Management is a professional responsible for overseeing and managing trust and estate administration for high-net-worth clients. Their duties include collaborating with legal and financial teams to establish and administer trusts, ensuring compliance with relevant laws and regulations. Trust Officers handle client communication, investment management, and distribution of assets according to trust documents. They play a crucial role in maintaining client relationships, providing financial guidance, and executing wealth transfer strategies. Attention to detail, financial acumen, and a deep understanding of trust and estate laws are essential for success in this role.

 

Key Responsibilities:
Support the ongoing contractual relationships and the operational delivery of services to clients for an account or group of accounts.
Serve as a primary or general point of contact for your or teams client relationships and ensure client satisfaction.
Support the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) are defined in the relevant contracts are met or exceeded.
Ensure all work performed is invoiced on time and in line with client contracts.
Support relationship managers and the finance function for any outstanding client debt.
Work with your team to ensure we build and maintain strong relationships with clients as well as other teams, and provide day-to-day assistance, advice and support
Ensure you maintain the appropriate level of technical expertise
Contact name: Jodie Powell
Employer: Vistra (Jersey) Limited
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Required skills

Ability to write and understand english CV Required Keyboard Skills References

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