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  • 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.

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Assistant Trust Manager | Private Clients
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