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Posted 3 months ago

  • Sector: Trust
  • Job Ref: 39675

Contribute to the success of a forward thinking and innovative international wealth management organisation, with a strong reputation in the marketplace.

In this role, you will assist the Managers and Directors in managing a designated list of fiduciary entities and be involved with the complex and bespoke services provided to these entities. You will be supported by centralised specialist teams, who provide non-client facing support, such as bookkeeping, accounts preparation and corporate governance.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment whilst delivering a seamless client experience.

Responsibilities will include:

  • Managing of a portfolio of trusts, companies, foundations and nomineeships

  • Assisting with a programme of regular client and advisor visits, attending and assisting with the broadening of client relationships

  • Providing support in respect of procedures that are the responsibility of fiduciary management, undertaking analysis of client requests referring to others for technical input

  • Assisting with fee reviews to ensure recovery of work in progress and fee collection targets and delivery of own work in progress, recovery and fee targets

  • Identifying cross-selling opportunities within the existing client base and assist with new business opportunities 

Experience and skills required:

  • Studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission regulations or Guernsey Financial Services Commission Codes of Practice

  • Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships

  • Excellent communication skills

  • Ability to work well within a team and independently using own initiative 

  • Proactive and solution focused approach to tasks 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.