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As a courtesy, FiPar lists candidates seeking employment as well as available employment opportunities.  FiPar is not an employment recruiting service but rather offers its help in trying to accommodate numberous inquiries for assistance from both job seekers, financial institutions seeking to fill positions as well as requests for assistance from recruiting firms. FiPar accepts no responsibility for the accuracy or litigimacy of any posting. Consequently, users should be diligent in assessing the validity of any posting.

Unless otherwise indicated, please contact FiPar for further informaiton. 

Any referral fee received by FiPar for assisting in such endeavors will be used for the care and rescue of animals.

 

Job Seekers

1.   International Trust Officer -- Switzerland, The Bahamas and Bermuda--(Posted 12-1-16)--Twenty-five years of worldwide experience in estate and financial affairs, tax, financial privacy and asset control at several leading offshore bank and trust companies in Switzerland, The Bahamas and Bermuda in xceedingly senior positions.  

Candidate earned an LL.B (with Honors) from University of Wolverhampton and a further two years of legal studies with BPP University Law School, both in Great Britain. Called to the Bar of England, Wales and the Bahamas as a barrister-at-law; and serves as a member of the Honorable Society of the Inner Temple, London, Great Britain. 

Gained unique qualifications in fiduciary management working with HNW and UHNW families and corporations for employers including Credit Suisse, Lloyds TSB Bank and Royal Bank of Scotland.

Acquired extensive experience in senior roles at The Private Trust Corporation, Bahamas and Royal Fidelity Merchant Bank & Trust as Manager of the Trust Department of both entities. Prior senior position with Butterfield Bank's Bermuda office, a top tier offshore bank.

Additionally, served in formation and administration of investment structures for all subject companies. Furthrmore, expertise in fields of corporate and fiduciary law, emphasising complex structures; plus, acquired extensive experience in senior roles at such entities as The Private Trust Corporation, Bahamas and Royal Fidelity Merchant Bank & Trust as Manager of the Trust Department of both entities. 

Candidate presently available and willing to relocate.

2.   Senior Trust Investment Officer--(Posted 12-1-16)--Seasoned trust and investment professional seeks challenging investment management position
--Extensive experience in managing individual HNW trust portfolios as well as equity CTFs and equity mutual funds; conducting financial analysis, stock evaluation and securities research; performing equity, fixed income and mutual fund trading; providing data analysis, international forecasting and problem/conflict resolution; servicing client relationships; and establishing process improvements and performing risk assessments as well as determining asset allocation
--BS in Economics and MBA in Finance; Series 7, 63 & 65 SEC licenses
--Accomplishments: Significantly increased company growth strategies by strategically evaluating economic factors; conducted industry trend analysis; generated significant additional bottom-line income by launching and executing strategic equity initiatives; implemented profitable trading strategies in conjunction with equity analysts and research staff; developed and implemented trading strategies using fundamental and technical analysis
--Strong professional work ethic coupled with keen business acumen, integrity and loyalty
--Available for immediate employment and relocation

 


3.   Senior Trust Investment Officer--(Posted 12-1-16)--CFA trust investment professional seeks senior level role with investment management firm, bank trust department or trust company
--Work experience includes money-center banks, regionals and large RIAs
--Experience includes senior management positions, CIO, marketing, PR, sales, portfolio manager, equity analyst, equity trader, design of investment and compliance systems
--BS in Economics; MBA in Finance: CFA
--Accomplishments: Developed complex hedge funds; created quantitative international equity research model; constructed international passive equity index ETFs; established product distribution for SMA platforms; and, served as consultant to private equity funds

Available for immediate employment and relocation

 

Job Opportunities

 

1.   Trust Officer--(Posted 12-1-16)--Community bank seeks Trust Officer to administer portfolio of trust and estate account relationships, provide high quality service to customers and develop new relationships to promote growth/profitability of the Trust Division.

Must know probate and tax law as it pertains to account relationships. Will administer accounts where the bank acts in the capacity as Trustee under Will or Inter Vivos trust agreement; as Personal Representative of an estate; as Custodian of the assets of minors or incompetents under appointment of the Court; and as an Agent under Custody or Investment Management arrangements.

RESPONSIBILITIEs

 --Administer accounts in accordance with governing instrument/bank policies and Federal/State laws/regulation

--Settle estates in accordance with Last Will and Testament, State/Federal Laws and division policies

--Carry out all duties of a Conservator in accordance with directions of the Court/State Laws/governmental agencies and within Trust Division policies/procedures

--Manage all administrative/investment activities of assigned accounts

--Serve on applicable Trust Division committees as appointed

--Prepare applicable reports for accounts assigned for presentation to the Internal Officers Trust Committee and Board of Directors Trust Committee

--Oversee preparation of applicable tax returns (income and death tax) for assigned accountsKeep abreast of federal/state trust regulations/tax laws and any impact from changes to those regulations/laws

--Serve as "in house" legal counsel for the bank, particularly for questions from personal bankers

--Support business development activity in the Trust Division: enhancement of relationships with existing/potential customer; cultivation/maintenance of relationships with influential third party sources (commercial/retail bank officers, attorneys, certified public accountants, life underwriters, etc.)

--Participate in appropriate referrals to other relevant areas of the bank

--Serve as primary back-up for critical functions of the V.P., Trust Officer

 

REQUIREMENTS: 

--Prior experience in trust account administration

--J.D. preferred 

--Extensive working knowledge of: Federal/State Laws and banking regulations relating to trust activities; Federal/State Income Tax Laws and Federal Estate/Gift Tax Laws; Personal trust products/servics

--Excellent communication skills: verbal, written, listening and presentations

--Ability to read/analyze/interpret legal documents

--Excellent problem solving customer relationship skills

--Computer Skills (Microsoft and other programs as applicable) 

--Compensation commensurate with experience

For additional information, please contact:
Michael LaVallee, BCI - Financial Services Recruiting
10 S. Wacker Drive, Suite 1250 Chicago, IL 60606
312-460-8222 x 111
michael@bcius.com

 

2.   Trust & Investment Operations Manager, Idaho Trust Bank--Supervise $300 million in AUM. Familiarity with trust department operations is helpful but not required if otherwise experienced in investment operations.

Competitive Compensation DOE. Base Salary plus full benefits. EOE

For more information check-out ad on indeed.com.

Should you have an interest, please send resume via:
Email to jobs@idahotrust.com; or
Mail to 888 W. Broad Street, Boise, Idaho 83702

 

 

 Not only can we spell "fiduciary" -- we understand what it means (sm)

 

FiPar Financial, Inc.
20770 Highway 281 North
Suite 108-458
San Antonio, Texas 78258-7500
210-860-8055