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Trust Officer - Private Wealth

Purpose of the role:

To undertake the day-to-day administration of a portfolio of client company and trust structures.

Responsibilities:

  • Day-to-day administration of a portfolio of client cases to include bookkeeping entries
  • Develop the existing client base by understanding client needs through effective listening and questioning
  • Assist in developing new business opportunities by developing good working relations with professional intermediaries
  • Understand and apply local legislation relating to drug trafficking, money laundering, terrorist financing and any other legislation that impacts on the conduct of fiduciary business within the jurisdiction

Skills required:

  • Good understanding of financial markets and finances in general
  • Excellent communication skills
  • Knowledge of compliance issues and the regulatory framework
  • Good knowledge of offshore fiduciary services
  • A proven track record in handling offshore fiduciary issues

Private Client

1245

 

Private Client

1245

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