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Trust Officer, Fiduciary - Bermuda

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  • Location: Bermuda
  • Salary: Negotiable per year
  • Job Type:Permanent

Posted 11 days ago

  • Contact: Che Moniz
  • Contact Email: che.moniz@ap-executive.com
  • Start Date: ASAP
  • Expiry Date: 22 February 2023
  • Job Ref: 46325/001

On behalf of an international bank in Bermuda AP Executive are looking for an experienced trust officer to provide professional and administrative support to valued clients. The ideal candidate will have experience in estate planning, asset management, and trust administration. You will be responsible for preparing and administering trust documents, managing assets, and providing financial reports to beneficiaries. As trust officer you will also be responsible for maintaining excellent relationships with clients, families and third party providers.

Key duties are dealing with fiduciary clients, managing assets in accordance with the terms of the trust agreement and applicable laws. Maintain knowledge of current trust and estate law, investment management, and tax regulations.

Preferred qualifications should be a Bachelor's degree in business, finance, or related field. Two to five years experience working in trust administration, wealth management, or a related financial field. STEP designation or other professional certification, such as ICSA.

Our client is able to consider international candidates looking to live and work in Bermuda.

If you feel you have the necessary skills and qualifications, please email your CV in the first instance to che.moniz@ap-executive.com

AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/