Senior Associate, Trust

THE ROLE You will be the person a client deals with while deciding whether to put their family's assets into trust — and the person who then makes that happen.

The role combines relationship management, business development and onboarding: fact-finding conversations with clients and their advisers, matching objectives to the right fiduciary structure, and carrying the case through due diligence to execution.

It suits someone who wants client ownership rather than case processing. KEY RESPONSIBILITIES Client Relationship Management Build and maintain relationships with clients, introducers, professional advisers and business partners.

Understand clients' estate planning, succession, asset protection and wealth preservation objectives. Act as the point of contact across the client lifecycle, and stay engaged as planning needs evolve. Develop long-term relationships with key clients and referral partners.

Onboarding & Advisory Support Conduct fact-finding discussions and help identify suitable trust and fiduciary solutions. Guide clients through onboarding, from first consultation to implementation. Coordinate the collection and review of due diligence documentation.

Work with Compliance, Trust Administration, Legal and Operations to move cases through. Liaise with lawyers, accountants, tax advisers, financial advisers and other intermediaries. Coordinate documentation execution so the onboarding experience holds together end to end.

Business Development Develop and maintain referral networks with professional advisers and business partners. Participate in client seminars, workshops, networking events and educational programmes. Identify opportunities to introduce additional trust, estate planning and fiduciary services.

Support departmental growth targets and contribute to marketing initiatives. Administration & Compliance Maintain accurate client records in line with internal policies and regulatory requirements. Support KYC, AML/CFT and CRS/FATCA onboarding requirem