Trust Specialist (Private Banking)

TL;DR

Trust Specialist (Private Banking): Managing relationships between introducers and customers for the creation of new Trusts with an accent on onboarding, succession planning, and regulatory compliance. Focus on expanding Trust Services and ensuring high customer service standards within the UK Trust Centre.

Location: Remote (UK) or Hybrid in various UK cities

Company

hirify.global is a leading UK financial institution rebooting the future of finance.

What you will do

• Manage relationships between introducers and customers to facilitate the creation of new Trusts.
• Support the expansion of Trust Services via new product implementation.
• Oversee onboarding for all trust cases within the UK Trust Centre (UKTC).
• Provide professional guidance to customers regarding trusts and succession planning.
• Develop and implement communication plans within established organizational systems.
• Collaborate with third-party stakeholders to ensure successful client introductions.

Requirements

• 3+ years of experience in Trust or Fiduciary Services.
• Proven experience managing client or introducer relationships in a regulated environment.
• Strong written and verbal communication skills for explaining complex financial information.
• High attention to detail and understanding of regulatory and compliance requirements.
• Ability to prioritize workloads and work independently.
• Must be based in the UK

Nice to have

• Experience in onboarding or case management within financial services.
• Exposure to estate planning or Trust structures in a banking environment.
• Experience working with multiple third-party partners.

Culture & Benefits

• Pension contribution of up to 15% and annual performance-related bonus.
• Share schemes including free shares and lifestyle-tailored discounts.
• 30 days of holiday plus bank holidays.
• Flexible working options including job share and reduced hours.
• Comprehensive wellbeing initiatives and generous parental leave policies.