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For Companies At a Glance
- Tasks: Administer complex client portfolios and build long-term relationships.
- Company: Reputable firm in the finance industry with a focus on collaboration.
- Benefits: Professional growth, training opportunities, and a supportive team environment.
- Why this job: Make a real impact while enhancing your skills in a dynamic setting.
- Qualifications: 6+ years in finance, strong communication, and teamwork skills.
- Other info: Join a team dedicated to delivering high-quality service and solutions.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Senior Trust Officer within the Private Wealth department on a permanent basis. This role will involve the effective and efficient administration of a portfolio of complex structures, engaging daily with clients and intermediaries. The successful candidate will report to the Associate Director/Manager and will proactively develop and build solutions to meet client needs while fostering long-term relationships.
Job Duties
- Ensure the provision of exceptional service by the Wealth Structuring Group within agreed policies and procedures.
- Actively contribute to the Wealth Structuring Team.
- Build and maintain long-term client relationships, optimising client potential and delivering a consistent, seamless experience.
- Advise clients to ensure their needs are fully met.
- Uphold the organisation's core values.
- Update, scan, file, and archive records as necessary per record retention policies.
- Respond promptly to internal communications affecting operational matters.
- Contribute towards the successful delivery of remediation and other approved projects, providing constructive feedback, and assisting in data input and administrative tasks.
- Manage administration of client entities, ensuring all actions recommended by diary entries are fulfilled, including tax filings, performance reviews, and quarterly client calls.
Job Requirements
- Strong specialist skill and technical knowledge related to the finance industry.
- Comprehensive understanding of the broader business environment.
- Proven competency in risk management and project management.
- Ability to develop and implement systems for knowledge management.
- Excellent time management and resource allocation skills.
- Proficient in effective communication, both verbal and written.
- Demonstrated capability in teamwork and relationship building.
- Minimum of 6 years' experience in finance industry business.
What You'll Love
This role presents an opportunity to play a key part in maintaining and enhancing the jurisdiction's reputation within a collaborative environment. Our client values professional growth and offers ample opportunities for training and career development. You will be part of a team that is dedicated to delivering high-quality service and solutions tailored to client needs.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Senior Trust Officer, Private Wealth in London employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Officer, Private Wealth in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Senior Trust Officer role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of complex structures and client relationship management. We want you to showcase your expertise and how you can bring value to the Wealth Structuring Team.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows you’re genuinely interested in the role and the company.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Senior Trust Officer, Private Wealth in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Trust Officer role. Highlight your experience in finance and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've built long-term client relationships and delivered exceptional service in the past.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application reflects your ability to communicate clearly and professionally. We love seeing candidates who can articulate their thoughts well!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to the finance industry. Be prepared to discuss complex structures and how they relate to client needs. This will show that you’re not just familiar with the basics, but that you can handle the intricacies of the role.
✨Build Rapport
Since this role involves fostering long-term relationships, practice your communication skills. Think about how you can connect with the interviewer and demonstrate your ability to build relationships. Share examples from your past experiences where you’ve successfully managed client relationships.
✨Showcase Your Problem-Solving Skills
Be ready to discuss how you’ve developed and implemented solutions in previous roles. Prepare specific examples that highlight your ability to think critically and manage projects effectively. This will help illustrate your proactive approach to meeting client needs.
✨Demonstrate Team Spirit
This position requires teamwork, so be prepared to talk about your experiences working collaboratively. Highlight instances where you contributed to a team’s success and how you’ve supported colleagues in achieving shared goals. This will show that you’re a great fit for their collaborative environment.
