Job Alerts Call Icon Call Icon
  • Trust
  • Jersey
  • Full Time
  • Ref: 37454

Assistant Trust Manager | Private Clients

Our client is a global corporate services, private clients and fund services provider seeking a finance professional to liaise with clients on a regular basis, managing a client portfolio and assisting in team management. This role would also suit someone ready to take the next step.

Key responsibilities will include:

  • Management of client portfolio in a professional manner
  • Assisting in the management and development of team members
  • Liaising with clients on a regular basis providing technical advice as necessary
  • Reviewing clients’ investment portfolios
  • Drafting/preparing highly complex documents including minutes, resolutions and agreements
  • Recording all time and ensuring narrative is clear

Experience and skills required:

  • Holding a relevant professional qualification
  • Previous people management experience would be advantageous
  • Demonstrable experience of supporting colleagues
  • Strong communication and interpersonal skills

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.

Related Jobs

Associate Director | Alternative Investments

Support an ambitious and agile and fiduciary business where you will apply your solutions driven approach to managing client work whilst overseeing a team of Administrators responsible for the day-to-day delivery of client services to a portfolio of fund.

Ref: 38302

Business Risk Manager 

Drive forward new opportunities, promoting a creative environment and encouraging others in your team to take value added initiatives, where you will play a key role in inspiring others to focus on innovative ways to put the client first and at the centre of business decisions.

Ref: 38295

Assistant Administrator | Family Office

Be part of a growing organisation with a focus on driving change and nurturing talent, placing people at the heart of their business which is reinforced by the award they have received for their commitment to prioritising employees.

Ref: 38274

Private Clients Manager

Are you a personable and self-motivated trust professional looking to take the next step in your trust career in an entrepreneurial and innovative financial services provider, where your contribution will be valued and you will have access to excellent career progression opportunities?

Ref: 38271

Senior Associate | Client Onboarding

Drive the efficiency and consistency of standards and controls for client onboarding and remediation in multiple jurisdictions, within a fast-paced environment where you will become part of a progressive and high performing team.

Ref: 38267

Apply for Job

Assistant Trust Manager | Private Clients
  • Accepted file types: pdf, doc, docx.
    Allowed file types are PDF, DOC and DOCX. Maximum file size 5mb.
  • By submitting this form, you agree to the Terms of Service and Privacy Policy, including Cookie Use.
  • Email to a Friend

    Share the position of Assistant Trust Manager | Private Clients
  • job alerts icon

    Don't miss out!

    Receive the latest jobs direct to your inbox with

    Job Alerts