At a Glance
- Tasks: Manage client portfolios and deliver top-notch service while maintaining accurate records.
- Company: Join Suntera Global, a leader in fund and private wealth services with 45+ years of experience.
- Benefits: Enjoy career growth, training opportunities, and a dynamic work environment.
- Other info: Be part of a growing team and help shape innovative business processes.
- Why this job: Make a real impact by empowering responsible ambition in a supportive team.
- Qualifications: Strong organisational skills, attention to detail, and excellent communication abilities required.
The predicted salary is between 35000 - 45000 £ per year.
About Suntera. Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.
About The Role. As Trust Officer, you will effectively and efficiently deliver a first class service to the satisfaction of the clients, advisors and the Directors of Suntera Private Wealth (Guernsey) Limited by taking responsibility for a portfolio of clients including day to day administration. The Trust Officer will demonstrate the behaviours we value, which are Empowering Responsible Ambition.
Your Duties Will Include:
- The efficient day to day management of clients’ affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures.
- To manage a portfolio of clients autonomously, seeking advice and direction from colleagues as appropriate.
- Provide a high level of service to new, existing and potential clients of SPWGL including liaising with customers and professional intermediaries regarding their managed entity and investments.
- Development of client and intermediary relationships to ensure first class service is given.
- Attendance at meetings with clients/intermediaries and/or their advisers either in Guernsey or overseas with the requisite authority of your line manager.
- The maintenance of clients records both legal/statutory and accounting.
- The completion of all trust control functions within agreed time frames, including periodic review, accounts, updating of registers etc.
- Ensuring all clients assets are correctly identified, allocated and under full control of the trust company, or their delegated representatives.
- Ensuring relevant group procedures are being adhered to and where appropriate putting forward suggestions for additional procedures or amendments to the existing procedures.
- Compliant with responsibilities set out in the SPWGL procedures manual in general and the SPWGL operational section in particular.
- Review of financial statements for entities under SPWGL’s administration.
- To provide assistance to the Senior Trust Officer as workloads dictate.
- Provide training and support to any direct reports so they are able to undertake the role to the required standard.
- Such other duties as the jobholder’s peers may reasonably request.
About You. Skills and Requirements:
- Organised with the ability to prioritise effectively.
- High level of accuracy with excellent attention to detail.
- Strong interpersonal skills with the ability to develop strong relationships within the company and with third parties.
- Excellent written and verbal communication skills.
- Pro‑active, decisive and able to use own initiative.
- Excellent technical and product knowledge and experience of administering offshore structures.
- Able to work with integrity, resilience and flexibility in order to manage the day to day demands of the role.
- Strong personal drive and commitment to continual learning and obtaining relevant professional qualifications where necessary.
- Ability to set and meet objectives.
- Able to think in a creative manner to deliver innovative solutions.
- Flexibility and willingness to help others.
Personal Qualities:
- Integrity
- Inspires client and team confidence
- Adaptable and versatile
- Assertive and confident
- Discrete and tactful
- Emotional resilience
- ‘Can do’ attitude
- Role model
- Appropriate office conduct and attitude to work
This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.
Trust Officer employer: Suntera Global
Suntera Global is an exceptional employer, offering a dynamic work environment in Guernsey where you can thrive as a Trust Officer. With a strong focus on empowering responsible ambition, the company fosters a culture of collaboration and professional growth, providing ample opportunities for training and career advancement. Employees benefit from a supportive atmosphere that values integrity and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Officer
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Suntera Global. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Officer
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Suntera Global.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Suntera Global's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Suntera Global
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Suntera Global.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Suntera Global will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Suntera Global employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
