At a Glance
- Tasks: Administer complex client portfolios and build strong relationships in the Private Wealth sector.
- Company: Reputable firm focused on wealth structuring and client service excellence.
- Benefits: Professional growth, training opportunities, and a collaborative work environment.
- Why this job: Make a real impact while enhancing your skills in finance and regulatory oversight.
- Qualifications: 4+ years in finance, effective communication, and relevant professional qualifications.
- Other info: Join a team that values your development and offers career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Trust Officer for a permanent position within the Private Wealth department. This role is responsible for the effective and efficient administration of a portfolio of complex structures, engaging with clients and intermediaries daily. The successful candidate will report to the Senior Manager and will proactively develop and build solutions to meet client needs while fostering long-term relationships.
Responsibilities
- Deliver the best possible service to clients by adhering to agreed policies and procedures within the Wealth Structuring Group.
- Actively contribute to the Wealth Structuring Team and provide excellent client service through relationship building.
- Optimise client potential to ensure a consistent and seamless client experience.
- Provide advisory services to clients, ensuring their needs are met.
- Update, scan, file, and archive records as necessary to comply with record retention policies.
- Respond to internal communications regarding operational matters in a timely manner.
- Contribute to the successful delivery of remediation and other projects approved by management, including feedback and administrative tasks.
- Administer client entities while maintaining diary entries for tax filings and performance reviews.
- Ensure the integrity of data is maintained at all times.
- Develop a Personal Development Plan in collaboration with management, maintaining required CPD hours.
- Stay up to date with regulatory and control issues affecting operations.
- Maintain awareness and comply with all relevant Anti-Money Laundering laws and regulations.
Qualifications
- Ability to work under own initiative.
- Effective communication skills with clients and colleagues.
- Capability to work under pressure and meet tight deadlines.
- Relevant professional qualification (e.g., ICSA, ACA, ACIB, STEP or legal qualification).
- Extensive experience with institutional clients.
- Sound knowledge of the regulatory framework and applicable trust and company regulations.
- Strong organisational and time management skills.
- Minimum of 4 years' experience in the Finance Industry.
What You'll Love
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction's reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
How to apply
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
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 Trust Officer, Private Wealth in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who know about trust and wealth management. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and compliance. This will help you tailor your answers and show them you're the perfect fit for their team.
✨Tip Number 3
Showcase your expertise! Bring examples of how you've successfully managed complex structures or built strong client relationships in previous roles. This will demonstrate your capability and give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Trust Officer, Private Wealth in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Officer role. Highlight your experience in client service and any relevant qualifications like ICSA or STEP. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our Private Wealth team. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application reflects your ability to engage with clients and colleagues. Use clear and concise language, and don’t forget to proofread for any typos!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s super easy, and you’ll be one step closer to joining our fantastic team at StudySmarter!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and company regulations. Familiarise yourself with the specific policies and procedures of the Wealth Structuring Group, as well as any recent changes in regulatory frameworks. This will show that you're proactive and serious about the role.
✨Showcase Your Communication Skills
Since effective communication is key in this role, prepare examples of how you've successfully built relationships with clients and colleagues in the past. Think about times when you’ve had to explain complex information clearly or resolve conflicts—these stories will highlight your skills.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your time and prioritise tasks, especially under pressure. You might want to share specific tools or methods you use to keep track of deadlines and ensure compliance with record retention policies. This will reassure them that you can handle the demands of the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing projects, or the company's approach to professional development. This not only shows your interest in the position but also gives you a chance to assess if the company aligns with your career goals.
