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The purpose of the Assistant Trust Officer is to support the team and complete the day to day activities involved in the administration of a number of client entities comprising of trusts and companies. Key Responsibilities:
To act as an effective member of the fiduciary team, and to assist other members of the team to ensure that all business objectives are met, and all operational standards and controls are complied with, to maintain a sustainable fiduciary business.
To help maintain the highest level of trust and company administration to minimise business risk, and to adhere to a culture of compliance with policies, appropriate risk management, and use the principles of treating customers fairly (TCF) where appropriate i.e., when dealing with complaints/queries.
To assist in the development of working relationships with clients, intermediaries and internal contacts to maximise client retention.
To demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business.
Ensure that your own workload is processed efficiently and completed in accordance with established deadlines.
Maintain training and development to continually improve your ability and performance
All our positions are open to people with disabilities
Ability to demonstrate basic communication and relationship building skills, in order to seek information, understand others, facilitate teamwork and build confidence.
Good numeracy skills
Attention to detail and accuracy
Ability to understand basic trust and company legal document and accounts.
Basic understanding of the relevant laws relating to 'Trust Company Business' in the role location.
A basic understanding of the duties and responsibilities of a Fiduciary
Why Join Us
If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Societe Generale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment. Business Insight Kleinwort Hambros brings together two longstanding, award-winning British Private Banks, SGPB Hambros and Kleinwort Benson, to create Societe Generale's private banking and wealth management division in the UK, Channel Islands and Gibraltar.
Established in 1786 and 1839 respectively, Kleinwort Benson and SGPB Hambros have a wealth of experience in helping individuals, families, entrepreneurs and family offices manage their assets.
Kleinwort Hambros retains both banks' standard for expertise, security of assets and quality of service. Our teams come together to provide a strengthened view of on personal, family and corporate wealth, supporting our clients in making sound financial decisions. Driven by our shared values of team spirit, commitment, responsibility and innovation. Kleinwort Hambros provides a service underpinned by local knowledge, backed by global expertise.
Job code: 19000H6X Business unit: Société Générale Private Banking Starting date: Immediate Date of publication: 14/08/2019
Internal Number: 6550136
About SOCIETE GENERALE
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