Senior Trust Officer

5 days ago

All Saints, United Kingdom eFinancial Careers Full time

At Kleinwort Hambros we employ motivated and talented individuals to keep developing and growing our thriving business.

At Kleinwort Hambros, we understand the importance of creating strong relationships with our clients.

We need to have an intimate understanding of our clients' goals and objectives, their hopes and aspirations, while recognising that no two clients or their needs are the same. So, we have to be personally involved at all times. Clients need to know thatwhen they call, it's you who will answer.

By developing these strong personal relationships with each client, we are able to better help manage their wealth. We can grow it at a local or, thanks to our international network, global scale.

And while you are busy investing in relationships with clients, Kleinwort Hambros will be doing the same for you. We'll help you to build your career, providing you with opportunities to grow and develop. We understand that the longer you stay with us, thebetter you are able to build relationships with and manage the wealth of our clients.

**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 considerationto 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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