Trust Relationship Officer

About the role

To provide high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports the servicing and operational maintenance of trust and estate relationships and provides guidance to Trust Relationship Managers to ensure trust and company structures are administered in accordance with governing documents, including Trust Deeds, Memorandum & Articles of Association or equivalent, applicable laws and regulations, and internal policies and standards.

Responsibilities

• Support the ongoing service of UHNW/HNW trust and estate relationships, responding to client requests and coordinating with internal and external stakeholders as needed.
• Provide operational support to Trust Relationship Managers on complex trust and estate portfolios.
• Guide and support one or more Trust Relationship Managers to ensure accurate execution of trust and company activities in accordance with governing instruments and relevant jurisdictional requirements.
• Maintain strong file hygiene, documentation, and record-keeping standards across client structures.
• Monitor and ensure timely completion of client reporting at the required frequency.
• Coordinate reporting such as valuations, annual financial statements, investment information, tax/technical reports, and ad hoc reporting, as applicable.
• Ensure required internal and Group reporting is completed accurately and on time.
• Ensure due diligence and compliance requirements are consistently followed within the team.
• Support KYC/AML requirements and ongoing client monitoring obligations.
• Escalate issues, breaches, and emerging risks promptly and support remediation activities.
• Provide management reporting and support on technical and operational matters.
• Participate in projects, process improvements, and initiatives designed to enhance operational efficiency and service quality.
• Review client relationships and trust structures to identify appropriate new business opportunities.
• Support pricing for new and existing trust cases, ensuring services are appropriately scoped and commercially sound.
• Demonstrate strong commercial awareness while maintaining a client-focused approach.
• Develop or support specialist offerings, where applicable, such as Philanthropy, Legacy Wealth Planning, or Probate Services.
• Align specialist services with client requirements and broader business priorities.

Skills

• Experience in trust or fiduciary administration and client servicing within a regulated financial services environment.
• Working knowledge of trust and company structures, governing documentation, and applicable jurisdictional requirements.
• Strong understanding of due diligence, KYC/AML requirements, and operational risk controls.
• Ability to manage multiple priorities and deadlines while delivering accurate, high-quality reporting.
• Excellent written and verbal communication skills with confidence in handling client queries and coordinating with stakeholders.
• Strong commercial awareness, including pricing support, opportunity identification, and understanding client needs.
• Ability to coach, guide, and support Trust Administrators while contributing to a collaborative team environment.
• Key relationships with HNW/UHNW clients and their professional advisers, including attorneys, tax advisers, and investment managers.
• Key relationships with Trust Officers, Trust Administrators, and fiduciary operations teams.
• Key relationships with Compliance, Risk, Finance, Legal, and other internal business partners.
• Key relationships with external service providers and relevant jurisdictional parties, as required.
• Success measured by on-time and accurate delivery of client and internal reporting.
• Success measured by strong compliance outcomes, including timely due diligence, clean audit findings, and effective issue escalation.
• Success measured by high-quality administration of trust and company structures with minimal errors and rework.
• Success measured by positive client feedback and effective support of Trust Officers on complex cases.
• Success measured by appropriate identification and progression of business opportunities.
• Success measured by consistent adherence to pricing and commercial discipline.

Qualifications

• Bachelor of Arts (BA) or Bachelor of Science (BS) preferred.
• Prior trust experience required.