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:
* The efficient day to day management of clients’ affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures
* To manage a portfolio of clients autonomously, seeking advice and direction from colleagues as appropriate
* Provide a high level of service to new, existing and potential clients of Suntera, including liaising with customers and professional intermediaries regarding their managed entity and investments
* Development of client and intermediary relationships to ensure first class service is given
* Attendance at meetings with clients/intermediaries and/or their advisers either in Guernsey or overseas with the requisite authority of your line manager
* The maintenance of clients records both legal/statutory and accounting
* The completion of all trust control functions within agreed time frames, 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 relevant group procedures are being adhered to and where appropriate putting forward suggestions for additional procedures or amendments to the existing procedures
* Compliant with responsibilities set out in the procedures manual in general and the operational section in particular
* Review of financial statements for entities under administration
* To provide assistance to the Senior Trust Officer as workloads dictate
* Provide training and support to any direct reports so they are able to undertake the role to the required standard
* Such other duties as the jobholder’s peers may reasonably request
About you.
The following attributes would be advantageous in the role:
* Organise and prioritise effectively so as to be able to successfully manage their caseload, and any direct reports
* Be accurate in their work and have excellent attention to detail
* Be able to demonstrate interpersonal skills in order to successfully manage personnel and build good relationships with clients, advisers and colleagues alike
* Have excellent written and verbal communication skills
* Have excellent technical and product knowledge and experience of administering offshore structures
* Work with integrity, resilience and flexibility in order to cope with the day to day demands of the role
* Strong personal drive and commitment to continual learning and obtain relevant professional qualifications where necessary
* Ability to set and meet objectives
* Proactive and able to use initiative
* Able to think in a creative manner to deliver innovate solutions
* Integrity
* Inspires client and team confidence
* Adaptable and versatile
* Assertive and confident
* Discrete and tactful
* Emotional resilience
* 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.
Our application process is straightforward. Contact one of our friendly team members and they will reply to you swiftly.
We are always looking for charismatic and enthusiastic people to join our group. If you think you would thrive in a dynamic environment, then take this exciting opportunity and apply for this role by completing the form.
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