At a Glance
- Tasks: Manage a portfolio of ultra-high-net-worth clients and their fiduciary relationships.
- Company: Join a leading firm specialising in trust and estate management.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: Significant experience and strong knowledge in legal, investment, and tax issues required.
- Other info: Contact Andre Deeks for more information at andre@topjobs.je or call 01534 727323.
The predicted salary is between 43200 - 72000 £ per year.
Seasoned professional sought to manage the administration of a portfolio of UNHW clients and ongoing fiduciary relationships.
Requirements:
- Significant relevant experience
- Strong knowledge and proven technical proficiency in legal, investment, and tax issues related to trust and estate management and administration
Trust Officer 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
✨Tip Number 1
Network with professionals in the trust and estate management field. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 2
Stay updated on the latest legal, investment, and tax regulations related to trusts and estates. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider reaching out directly to current Trust Officers or professionals in similar roles. Ask them about their experiences and any advice they might have for someone looking to enter this field.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to fiduciary responsibilities and client management. Being well-prepared will help you convey your confidence and suitability for the position.
We think you need these skills to ace Trust Officer
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Trust Officer. Highlight your experience in managing portfolios and fiduciary relationships, as well as your knowledge of legal, investment, and tax issues.
Tailor Your CV: Ensure your CV reflects your significant relevant experience. Use specific examples that demonstrate your technical proficiency in trust and estate management to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key requirements of the job. Emphasise your expertise in managing UNHW clients and your understanding of the complexities involved in trust administration.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for a Trust Officer role.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Showcase Your Expertise
Make sure to highlight your significant experience in managing portfolios and fiduciary relationships. Be prepared to discuss specific cases where your knowledge of legal, investment, and tax issues made a difference.
✨Prepare for Technical Questions
Expect questions that test your technical proficiency in trust and estate management. Brush up on relevant laws and regulations, and be ready to explain complex concepts in simple terms.
✨Demonstrate Client Relationship Skills
Since the role involves managing UNHW clients, emphasise your ability to build and maintain strong client relationships. Share examples of how you've successfully navigated challenging situations with clients in the past.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to trust management and their expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.