Trust Officer (Private Clients)
This position reports to the Manager, Trust (Private Clients) and is required to take ownership and be accountable for the management of a portfolio of complex Trust/Fiduciary structures. The incumbent is responsible to manage a portfolio of clients pro-actively with the highest level of service at all times, whilst having excellent negotiation and management skills always ensuring consistency of service is delivered.
Your responsibilities will include:
- being solution driven in all aspects whilst creating the relationship of a Trusted Advisor with the client
- ensuring the effective management of all processes, workloads, and transactions are carried out correctly and in accordance with the requests received
- being pro-active in ensuring all clients receive personalised service to support in the developing of new business
- ensuring policies and procedures for the Trust and Fiduciary Services department are adhered to
- providing technical advice on structures to clients and team members relating to complex structures
- continued focus on efficiencies and process remediation deriving workflow benefits through the utilisation of existing systems and/or enhancements to current procedures
- ensuring full awareness of all applicable laws, regulations and Bank policies are used daily
- managing the process of WIP (Work in Progress) on a weekly basis, ensuring the effective use of systems and accurate time management
Your qualifications and skills include:
- minimum of five (5) years’ relevant experience whilst working in the Financial Services industry
- excellent communication, organisational and interpersonal skills
- professional etiquette with experience of working in a client facing role
- target orientated with a record of setting, meeting and exceeding set objectives
- strong project management skills and a track record of working within a team
- willingness to undertake pro-active duties
- strong user awareness of IT skills and the ability to learn new systems easily
- a high degree of risk awareness and compliance orientation
Cayman Islands
Trust