Private Wealth Officer

Responsibilities:

• Provide a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
• Assist the Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures.
• Provide a high level of quality internal and external client service and the accurate and timely provision of administration services.

Tasks:

• Assist and work collaboratively with the Trainee and Senior Officers on day-to- day administrative tasks and matters in respect of their client trust portfolios
• Complete client trust administration matters accurately and in a timely manner
• Ensure client trust procedures are followed at all times
• Organise, attend and take minutes at board meetings
• Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations.
• Escalate any issues in relation to due diligence and investment related documents and arrange for sign off by Directors
• Ensure turnaround times relating to client correspondence is as short as possible
• Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
• Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
• Awareness of legal responsibilities and need to report suspicious transactions/complaints and ability to guide others
• Maintain proper and orderly client records
• Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
• Grow commercial awareness and develop a good level of competitor and industry awareness
• Prepare and process payments onto various electronic banking systems in accordance with internal policies and procedures

Requirements

• Working towards STEP or other relevant qualification
• Knowledge of Finance Industry in Guernsey
• Trust administration experience
• Working knowledge of Microsoft packages including Excel, Outlook and Word