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Senior Trust Officer

SOCIETE GENERALE
Saint Helier, United Kingdom
Posted 3 days ago Hybrid Permanent Negotiable
The purpose of the Senior Trust Officer role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service.

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Summary of the key purposes of the role

The purpose of the Senior Trust Officer role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service.

Summary of responsibilities

Trust Management:

  • Develop working relationships with clients, intermediaries and internal contacts to maximise client retention;
  • Manage a mixed portfolio of company and trust structures;
  • Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable, i.e. when dealing with enquiries or complaints;
  • Prepare minutes and resolutions as required;
  • Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business;
  • Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business;

Business Requirements:

  • Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with Team Leader

Teamwork:

  • Work within team to help identify areas for improvement;
  • Mentor new members of staff as required - both on systems and KH policies and procedures and assist with the training of junior and new staff;
  • Support team and act as back up where required.

Business/Market Knowledge:

  • Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported;
  • Update personal knowledge of intermediary/wealth management market, ensuring that the reputation of Kleinwort Hambros is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.

Internal Control:

  • Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using KH systems to store.

Competencies

  • Good understanding of the relevant laws of the local jurisdiction.
  • Understand the basic features of the different types of investment product
  • Working knowledge of Microsoft packages including Excel, Outlook, and Word
  • Good numeracy skills and ability to understand routine documents
  • Ability to deal with conflicting demands under pressure
  • Ability to demonstrate effective communication skills
  • Knowledge of business procedures, standards, policies and procedures

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Job ID  22000D1S
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