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Officer, Private Wealth

Other

Full Time
Permanent
Employer Listing
Trust

Job Description

We are seeking a motivated and detail-oriented Officer to join our dynamic Private Wealth team in Guernsey. This is an exciting opportunity to be part of a forward-thinking company that delivers tailored trust and fiduciary services to a diverse international client base.

In this role, you will play a key part in the day-to-day administration of private client portfolios, ensuring that all tasks are completed accurately, efficiently, and in line with our internal policies and procedures. You’ll work closely with the Management Team to support a wide range of trust administration activities, contributing to the smooth operation of our services and the continued growth of our business.

What You'll Do -

  • You’ll collaborate closely with Trainee and Senior Officers to manage day-to-day trust administration tasks across diverse client portfolios
  • You’ll ensure all trust procedures are followed meticulously, maintaining accurate records and delivering timely, high-quality service
  • You’ll attend board meetings, take minutes, and handle client correspondence swiftly to exceed expectations
  • You’ll build strong relationships with clients and intermediaries, helping to retain business and spot opportunities for growth
  • You’ll stay alert to legal responsibilities, escalate due diligence issues, and process payments securely using electronic banking systems.

What We Offer -

  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
  • Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
  • Annual leave: our employees are entitled to 25 days paid leave plus all Guernsey public holidays
  • Enhanced maternity and paternity, including shared parental leave and adoption leave
  • Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.

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