We are recruiting for a Trust Officer – Private Clients on behalf of our client.

Career Development: Ideal for someone with a STEP qualification or aspiring to earn one, this role provides extensive hands-on experience in trust and corporate law, supporting professional growth.

Collaborative Environment: Work closely with local and international experts, from legal professionals to financial institutions, gaining valuable insight into the industry’s best practices.

Diverse and Dynamic Work: Manage the full lifecycle of trust and company structures, working with a variety of client portfolios and engaging in complex, multi-jurisdictional legal and financial processes.

• Administering trust and company structures with diversified portfolios.
• Drafting documents, reviewing bank statements, preparing portfolio reviews and annual trust reviews.
• Liaising with Lawyers, financial institutions and professionals, and directly with clients.
• Coordinating AEOI reviews for new business.
• Liaising with internal departments, clients, brokers, accountants, and directors.
• Client onboarding, including KYC requirements.

Requirements

• Professional Qualification such as STEP or working towards obtaining it.
• Minimum of 3 years of relevant experience in private client trust work.
• Experience with CAP, CORIS and Viewpoint.
• Working knowledge of corporate and trust laws in a multi-jurisdictional environment.
• Ability to organize and minute trustee/director meetings.
• Ability to review and draft trust/corporate documents and resolutions.
• Familiar with AML laws in the Cayman Islands.

Salary: Up to US$85k per annum.

If this sounds like a good match for you and you would like to learn more, we would welcome your application.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Erika@theagency.ky