Trust Officer
Vor 2 Tagen
Responsabilities :
- Ensure effective management and administration of a portfolio of trusts.
- Establish and strengthen relationships with beneficiaries and advisers to gain a thorough understanding of the trust's objectives and meet the beneficiaries' needs.
- Proactively organize meetings with principals and beneficiaries to discuss issues, referring complex matters to management while ensuring compliance with trust and bank policies.
- Assist in the creation and maintenance of statutory records, including minutes of directors' and shareholders' meetings, as well as trustee resolutions.
Profile
- A minimum of five years of relevant experience in trust is a prerequisite.
- You will be degree educated and hold either the STEP Certificate or be studying for a STEP Diploma.
- Proficiency in English is required, along with mastery of other languages.
- If you are dynamic, driven by challenges, enthusiastic, and enjoy taking on responsibilities, then this is the job for you.
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