Suntera Global
Apply to join Suntera Global as a
Senior Trust Officer
in Guernsey, Western Union.
About Suntera Suntera Global is a leading international provider of fund, corporate and private wealth services with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide.
About the Role To efficiently and profitably manage a diverse portfolio of complex clients and deliver first‑class service to clients and advisors.
Your Duties
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 – Skills and Requirements
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
Benefits This is an exciting opportunity to join a growing team and develop new ways of working on an ongoing basis. Training and career opportunities are standard with a dynamic and rapidly growing group of companies. Join us to develop both professionally and personally.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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Senior Trust Officer
in Guernsey, Western Union.
About Suntera Suntera Global is a leading international provider of fund, corporate and private wealth services with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide.
About the Role To efficiently and profitably manage a diverse portfolio of complex clients and deliver first‑class service to clients and advisors.
Your Duties
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 – Skills and Requirements
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
Benefits This is an exciting opportunity to join a growing team and develop new ways of working on an ongoing basis. Training and career opportunities are standard with a dynamic and rapidly growing group of companies. Join us to develop both professionally and personally.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
#J-18808-Ljbffr