Trust Administrator

Tasks

• Mentoring team members, including training, problem solving, and monitoring fiduciary reports
• Support for the trust manager as needed
• Administration of trusts, including close collaboration with colleagues across all departments
• Client Support (Internal/External): Serving as an intermediary between internal clients, key personnel in the Private Banking Division, and external clients as well as selected external service providers
• Provision of high-quality trust and corporate services for high-net-worth and ultra-high-net-worth individuals
• Collaborate with the Wealth Planning Advisory Team to handle new business inquiries from potential internal and external clients and professional intermediaries
• Interacting with colleagues to foster high morale and a positive team environment
• Flexible working with colleagues within the group
• Development of customized structures, including participation in internal and external client meetings and oversight of professional consultants
• Monitoring and managing situations involving fiduciary risks, using technical expertise and exercising sound judgment

Requirements

• Professional qualifications or relevant industry experience
• Ideally, 7 years or more of experience in asset management
• Extensive knowledge and experience in trust and corporate administration, tax and estate planning, financial planning, and investments
• Consistent demonstration of commitment to and a thorough understanding of professional, ethical, and regulatory requirements

We offer