- To act as an effective member of the fiduciary team, and assisting other members of the team to ensure that all
- To help maintain the highest level of trust and company administration to minimise business risk, and to adhere to
- To assist in the development of working relationships with clients, intermediaries and internal contacts to
- Listens and demonstrates understanding of instructions given.
- To demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and
- Ensure that workload is prioritised efficiently and completed in accordance with established deadlines. Follow up
- To support the client facing team, whether that be in your direct line reporting or across departments.
- Work well with or without direct supervision.
- Demonstrate a positive, supportive and enthusiastic attitude, taking an interest in different roles, departments to
- Prepare minutes and resolutions as required;
- Contribute and achieve personal and team targets and deadlines reviewing at monthly intervals throughout the
- Assist with the training of new members of staff on KH systems
- Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is
- Have a solid understanding of risk-based approach and the impact that has on day to day administration of
- Understanding of business processes and procedures.
- Ask questions when unsure or to gain greater understanding and know when to escalate matters to line manager
- Analyse and summarise data, present findings in a logical format.
- Completion of mandatory training within timeframe specified.
- Perform all duties in accordance with the principles outlined in the KH Code of Conduct, and the SG Code, as well as the
- Ability to demonstrate good communication and relationship building skills, in order to seek information, understand
- Good numeracy and literacy skills
- Attention to detail and accuracy
- Ability to understand Trust and company legal documents and accounts.
- An understanding of the relevant laws relating to 'Trust Company Business' in the role location.
- An understanding of the duties and responsibilities of a Fiduciary
- Willingness to undertake professional studies relevant to role.
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Trust Officer- H/F/X - ENG, United Kingdom - Société Générale
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
ResponsibilitiesDescription of the Business Line or Department - Summary of the business, coverage, services
The purpose of the Fiduciary department is to deliver a high-quality trust and company administration service to the underlying
client base in the most cost effective and commercial manner for the ultimate shareholder.
The business line has SG Trust Asia, SGKH Trust CI Limited and SGKH Trust London within its scope.
Summary of the key purposes of the role - Summary of the key objectives and primary goals
To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies.
Provide an overarching quality of service to internal and external stakeholders
To develop understanding of the JFSC/ GFSC regulations and AML/ KYC legislation (Plus any others that are relevant) and how they impact the day-to-day activities.
maintain a sustainable fiduciary business.
fairly (TCF) where appropriate i.e., when dealing with complaints/queries.
other departments and intermediaries.
long-term sustainability of client relationships and delivers good outcomes to retail clients
Profile required
Competencies and qualifications - Define a minimum of 10 skills and technical knowledge that are essential for the Job holder to have
Required:
Desirable:
People join for the impact they can have on us. They stay for the impact we have on them.
A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours.
It's personable, human, and inspires success through passion.By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation.
Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together.
We call this Team Spirit and it's what makes us different. It's what makes you different.Business insight
If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application.
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 identity.
We are an equal opportunities employer and we are proud to make diversity a strength for our company.Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.
Reference: 24000AO2Entity:
Kleinwort Hambros
Starting date: 2024/06/24
Publication date: 2024/04/10