A stimulating working environment for a talented individual who is passionate, solutions driven and has a strong entrepreneurial spirit.
You will have responsibility for a complex portfolio of clients, ensuring that a high level of service is offered to clients in accordance with relevant mandates and that operational and fiduciary risk exposures are effectively managed.
Within this wealth management organisation you will be encouraged to take a hands-on approach and will have freedom to innovate while benefiting from the support of a dynamic and value creating team culture.
Responsibilities will include:
Managing a complex portfolio of clients, ensuring a high level of service is delivered at all times
Ensuring the company meets its regulatory, risk and procedure requirements
Developing relationships with clients, intermediaries, prospective clients and other professional advisors, travelling to meet contacts where necessary
Acting as a minimum ‘B’ signatory
Providing assistance to the Director, including management of operational projects
Experience and skills required:
Minimum 5 years’ trust and fiduciary services management experience, including a good understanding of business development, operational and financial activities
Hold a relevant Table 4 professional qualification, along with relevant experience as defined by the JFSC
Good presentation and communication skills
Strong interpersonal skills
Client focused approach
We are an equal opportunity employer and value diversity at all times.