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