Summary of the key purposes of the role
The purpose of the Senior Trust Officer role is to administer a complex portfolio of trust and companies and maintain client relationships, providing an overall quality service.
Develop working relationships with clients, intermediaries and internal contacts to maximise client retention;
Manage a mixed portfolio of company and trust structures;
Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable, i.e. when dealing with enquiries or complaints;
Prepare minutes and resolutions as required;
Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business;
Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business;
Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with Team Leader
Work within team to help identify areas for improvement;
Mentor new members of staff as required – both on systems and KH policies and procedures and assist with the training of junior and new staff;
Support team and act as back up where required.
Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported;
Update personal knowledge of intermediary/wealth management market, ensuring that the reputation of Kleinwort Hambros is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.
Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using KH systems to store.