Assistant Trust Officer
1 day ago
We are currently seeking an Assistant Trust Officer to join our team in Jersey. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families. **Responsibilities**: - Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing fiduciary relationships which entails working with clients to strategize toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a broad range of investment management opportunities. - Manage an existing book of trust and estate accounts - Assess the client’s overall estate and tax planning needs: including the knowledge and skill to review legal and trust documentation and have an understanding of the provisions in order to effectively assist the client and their advisors in achieving specific trust and estate objectives. - Compliance with legal requirements and internal procedures in relation to account activity: including identification and reporting to our Senior Risk Committee and management of the risk of financial loss and/or damage to Citi’s reputation arising from the activities within the Citi Trust businesses; Communicating with internal and external auditors as well as state examiners; working with Investment Management Oversight on the identification of and diversification of a discretionary portfolio’s exposure to a single security, issuer or industry. - Communication: Communicate effectively with the client and/or the client’s attorney on all trust and estate matters and attending in person client meetings and investment reviews; interact with and establish a working relationship with the Private Banking and Investment team in regard to the trust and overall client relationship including timely and accurate responses to inquiries. **Qualifications**: - A good track record of experience in a similar role. - Experience in estate or trust management and administration. Strong knowledge and proven technical proficiency in legal, investment and tax issues relative to trust and/or estate management and administration. - Strong communication skills. - CFTA preferred. Experience with Fiduciary Income Tax. **Education**: - Bachelor's/University degree or equivalent experience**Job Family Group**: Private Client Product Services - **Job Family**: Trust Fiduciary Services - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting
-
Trust Officer
1 week ago
St Helier, United Kingdom Citi Full timeCititrust (Jersey) Limited provides a wide range of personal Trusts and estate management services to UHNW clients of Citibank Private Bank. Cititrust (Jersey) Limited is part of a global fiduciary business with trust companies around the world that are integrated by both management, systems and responsible for the global business strategy and delivering...
-
Trust Officer
1 week ago
St Helier, United Kingdom Praxis Group Full timePraxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world. Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture...
-
Senior Trust Officer
3 days ago
St Helier, United Kingdom Praxis Group Full timePraxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world. Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture...
-
Trust Officer
1 week ago
St Helier, United Kingdom UBS Full timeJersey - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 308104BR **City** - St. Helier **Job Type** - Full Time **Your role** - Are you intrigued by the offshore trust industry? Do you strive for excellence in everything you do? We are looking for a trainee Trust Officer to: - undertake the administration of...
-
Trust Administrator
2 weeks ago
St Helier, United Kingdom HSBC Full time**Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. As an HSBC employee in the...
-
Trainee Trust Administrator
1 week ago
St. Helier, United Kingdom HSBC Global Services Limited Full time**Some careers shine brighter than others.** **If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.** As an HSBC employee in the...
-
Senior Officer
2 weeks ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks...
-
Registry Officer
2 weeks ago
St Helier, United Kingdom JFSC RSR Full timeRSR are currently recruiting for** Registry Officer** Red Snapper Recruitment are recruiting for a Registry Officer on behalf of Jersey Financial Services Commission (JFSC). **Location: St. Helier, Jersey** **Salary: £36,000 to £39,000 per annum** **Vacancy type: Permanent** **Hours: Full time** *** **Main duties and responsibilities** - Ensure...
-
Officer, Private Wealth
7 days ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities (how we will measure success)** Perform a wide variety of Trust...
-
Senior Officer, Private Wealth
2 weeks ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities (how we will measure success)** - Perform a wide variety of Trust...
