Senior Trust Officer, Global Family Office (GFO)
Core
Provide high-quality fiduciary services to multi-billion dollar family office clients, administering trusts, companies, foundations, and PTC/PCC structures.
Role type
Senior Trust Officer (Fiduciary Services)
Builds
Bespoke high-touch fiduciary services for strategic family clients
Domain
Wealth Management / Offshore Fiduciary Services
Deliverable
client delivery
Required skills
fiduciary duties knowledge, regulatory compliance (Guernsey/offshore), financial statement review, documentation execution, risk management, client relationship management, meeting planning, authorized signatory operations
Preferred skills
STEP or ICSA qualification, experience with demanding clients, numeracy, computer skills, time management, prioritization
Technologies
internal banking/fiduciary systems, document management tools
Responsibilities
Engage with internal partners and external advisors (tax/legal/investment) to serve clients; prepare/execute minutes, resolutions, and authorized documentation; review financial statements; act as point of contact for fiduciary entities; ensure client structures adhere to regulatory requirements; document decision-making accurately; identify fiduciary risk issues and seek resolutions; maintain client documentation and files.
Seniority
Senior, hands-on IC
