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Trust Portfolio Manager

2 months ago


Saint Helier, United Kingdom Kleinwort Hambros Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team at Kleinwort Hambros as a Senior Trust Officer. This is an exciting opportunity to work in a dynamic and fast-paced environment, supporting the administration of a portfolio of Trust and Companies.

Key Responsibilities
  • Support the team in the day-to-day activities involved in the administration of a portfolio of Trust and Companies.
  • Maintain strong relationships with clients and provide a high level of service to internal and external stakeholders.
  • Develop a deep understanding of relevant regulations and legislation, including JFSC/GFSC regulations and AML/KYC legislation.
  • Utilize strong communication and relationship building skills to facilitate teamwork and build confidence.
  • Ensure accuracy and attention to detail in all aspects of the role.
Requirements
  • Excellent communication and relationship building skills.
  • Good numeracy and literacy skills.
  • Ability to understand trust and company legal documents and accounts.
  • Strong understanding of relevant laws and regulations.
Desirable Skills
  • Ability to speak and understand English.