Senior Trust Officer

About Us

Suntera Global is a leading international provider of corporate, trust, tax, accounting and fund administration services. Respected and trusted as a professional partner by a broad range of corporate, private, and institutional clients worldwide, we are continually looking for opportunities to evolve our business while providing clients with the best possible services.

We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication with a range of comprehensive benefits.

About the Role

• To efficiently and profitably manage a diverse portfolio of complex clients  and deliver a first-class service to clients, advisors and the Directors of Suntera Private Wealth (the “Company”)
• Identify and pursue new business opportunities via existing client and advisor relationships
• The efficient day-to-day management of affairs for some of the more complex clients of the Company unsupervised but always in accordance with the terms of appointment and in line with group procedures
• Build and develop client and intermediary relationships with a view to developing new business opportunities
• The ability to identify and convert new business opportunities for both the Company and Suntera Global
• The attendance at meetings with clients and/or their advisers either in Guernsey or overseas with authority of the Lead Manager or Directors of the Company
• The maintenance of statutory and accounting records for entities under administration ensuring compliance with local legislation in the jurisdiction in which the entity was incorporated/established
• The completion of all trust control functions, within agreed time frame, including periodic review, accounts, updating of registers etc
• Ensuring all clients assets are correctly identified, allocated and under full control of the trust company, or their delegated representatives
• Ensuring the fair charging of fees to clients and periodic review of profitability
• To act as a “B” signatory on behalf of the Company and the other ‘in-house’ companies
• Organise, prioritise and delegate effectively to be able to successfully manage their caseload, and assist with those of their subordinates
• Compliance with responsibilities set out in the procedures manual in particular the Trust section and where appropriate putting forward suggestions for additional procedures or amendments to the 
  existing procedures
• Review of financial statements for entities under the Company’s administration
• To provide technical advice, coaching and guidance to subordinate staff
• To contribute to the development of the Company, including, but not limited to making recommendations that improve the efficiency and working practices of the Company, and if empowered implement these
• Such other duties as the jobholder’s peers may reasonably request

About You

• Good knowledge of business and client base
• Strong level of technical knowledge and detailed knowledge of regulatory requirements – holding all relevant professional qualifications
• Strategic competence and ability to maintain strong awareness of market trends in fiduciary products and services
• Highly developed organisational skills and excellent interpersonal skills
• Computer literacy, particularly with Word and Excel 
• High levels of motivation, initiative and results orientated

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. The training and career opportunities that come as standard with a dynamic and rapidly growing group of companies, will allow you to develop both professionally and personally.

Apply now