Senior Client Services Officer
2 weeks ago
If this sounds like your kind of company, then consider this opportunity to become part of a collaborative team of professionals at a world-leading, independent offshore bank and trust company.
Trust is a tradition at Butterfield, in every sense of the word. As the Bank's fiduciary services subsidiary, Butterfield Trust offers trust, estate, company management and custody services.Across the Group, the Butterfield Trust team assists with the formation and administration of trusts, companies and partnerships for both private and corporate clients designing solutions that meet our clients' requirements.
About the job:
Your responsibilities will include:
- Assisting with the efficient communication of new and/or existing relationships with intermediaries, including lawyers, tax advisors, private bankers, and wealth planners.
- Assisting with the development of new business referrals and creating new business opportunities with ultrahigh and high net worth families, existing BTAL client relationships and its families, professional advisors, intermediaries, and other thirdparty providers.
- Supporting the achievement of agreed upon targets for new revenue generation as set by the Managing Director.
- Providing administrative support for new ideas and plans to meet perceived market needs.
- Preparing tailored presentations and proposals as necessary to achieve the business' development goals and key client service requirements.
- Acting as a representative of the Trust Company to colleagues and support staff, understanding and preparing marketing materials and business proposals.
- Ensuring Group Financial Crime Minimum Standards are adhered to for all new business being introduced.
- Ensuring adherence to Group and local policies and procedures, as well as regulatory requirements for new business.
- Responsible for ensuring the integrity of data in Navision for all relevant information, as well as its alignment with Group Trust guidance for all new trust structures.
- Coordinating the monthly and quarterly department and Group reporting in relation to new/existing businesses, as well as the department's effectiveness in achieving targets set by the Managing Director.
- Any other duties as assigned by management.
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