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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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