Friday 27 January 2023
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Manager/Trust Officer

Trust & Company Enquire


Hours:Full Time

Full Description

Are you looking for a 6-month fixed term contract? Our client is seeking a temporary Manager or Trust officer to support the Private Wealth Management Team. This role encompasses the day-to-day running of trust and company structures, and the chosen candidate will be the point of contact for your client relationships ensuring client delivery and satisfaction. Key duties for this role:To ensure the SLA's and KPI's are met or exceededResponsible for client debt and any outstanding debtMaintain strong relationships with clients, give advice and supportidentify sales opportunities to create new businessWork with compliance to ensure policies and procedures currentAssist with internal auditAbide by AML guidelines, update due diligence and KYC If you have good organisation and listening skills, with the ability to work fast and accurately then register online to find out more!

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