Senior Trust Officer, Guernsey

Senior Trust Officer

Private Wealth | Guernsey | Full Time | December 2024

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 40 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

Your duties will include:

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

What i love about my job

"I started at Suntera Private Wealth (Guernsey) Limited as a Trust Officer in July 2016, and I was promoted to a Senior Trust Officer within a couple of years. I have also tried my hand at being an Assistant Trust Manager, however, I decided that role was not for me. Suntera were fully supportive of my decision not to continue down the management path. Although I have not taken any exams whilst working at Suntera, Suntera has been fully supportive of my colleagues who have taken professional exams. Should I wish to take any further professional exams, I know that Suntera will fully support me.

Suntera has some fantastic social events, such as summer parties and Christmas parties. In addition to these events, Suntera also puts on quarterly drinks events, which are a great way to meet up and mingle with all the office staff that you don't get to see on a daily basis. Suntera also arranges various staff activities throughout the year, such as pottery painting, candle making, wreath making, a bat talk, stand-up paddle boarding, cinema nights, etc.

Suntera are a fantastic bunch of people to work with, and I wouldn't consider working anywhere else."

Becky Campbell
Senior Trust Officer, Guernsey

About you.

The following attributes would be advantageous in the role:

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

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

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

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