Serve high net worth clients in London as a Scotiatrust Trust Officer, using Estates and Trusts expertise and proactive relationship management.
Working within Scotia Wealth Management, you will support a Senior Trust Officer and manage daily administration for varied account portfolios. Your work will address client, beneficiary, and Co-Trustee relationships while supporting total wealth strategies. You will also contribute to business development, profitability, and compliant account oversight.
Key Responsibilities:
- Deliver personalized client experiences through accurate account administration
- Support Senior Trust Officer relationships and wealth strategy coordination
- Identify new business opportunities and maintain prospect pipelines
- Assist revenue collection,
forecasting, and fee recommendations
- Escalate issues and maintain compliant account administration
Requirements:
- Three to five years of directly related experience
- Professional or industry accreditation alongside a university degree
- Detailed knowledge of Estates, Trusts, wills, and taxation
- High net worth relationship management success
- Solid communication, negotiation, and interpersonal skills
Apply Estates and Trusts knowledge, client service, and relationship management skills as Scotiatrust Trust Officer in London.