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Posted about 1 month ago

  • Sector: Trust
  • Job Ref: 39728U

Be part of a talented, highly motivated and driven team within a reputable financial services group who continuously deliver exceptional client service levels which sets them apart from their competitors. You will be provided with the support and encouragement to diversify your skills through personal development plans, along with a competitive compensation package. 

Working with the fiduciary management team you will undertake day-to-day administration of a portfolio of corporate structures, contributing to improving the firms profitability and limiting both the company’s and client’s exposure to risk whilst providing a quality service to clients.

With offices around the globe, this independent organisation provides a great network where you can gain access to unique opportunities in other locations, to enhance your skill set, experience another culture, build your professional network, career progression. 

Responsibilities will include:

  • Assisting with day-to-day administration of a portfolio of client cases to include bookkeeping entries

  • Developing long term, profitable business relationships with clients maintaining regular contact, ensuring client confidentiality is respected

  • Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary

  • Understanding the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios 

Experience and skills required:

  • Minimum of 3 years' experience in fiduciary services 

  • Good knowledge of offshore fiduciary services

  • Proven track record in handling offshore fiduciary issues and client relationship management

  • Good interpersonal skills for dealing with intermediaries and clients

  • Excellent time management and organisation

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.