Job Alerts Call Icon Call Icon

Associate | Fiduciary Management

Join a forward thinking and innovative international wealth management organisation with a strong reputation in the marketplace, where you will assist the Managers and Directors in managing a designated list of fiduciary entities. You will be involved with complex and bespoke services provided to these entities with the support of centralised specialist teams who provide non-client facing support, such as bookkeeping, accounts preparation and corporate governance.

Being part of a dynamic, high performing and collaborative team you will be challenged to reach your full potential whilst building close relationships with colleagues, working together to deliver trusted advice to help clients thrive and communities prosper.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment whilst delivering a seamless client experience.

Responsibilities will include:

  • Management of a portfolio of trusts, companies, foundations and nomineeships
  • Assisting with a programme of regular client and advisor visits, attending and assisting with the broadening of client relationships
  • Providing support in respect of procedures that are the responsibility of fiduciary management, undertaking analysis of client requests referring to others for technical input
  • Assisting with fee reviews to ensure recovery of work in progress and fee collection targets and delivery of own work in progress, recovery and fee target
  • Identifying cross-selling opportunities within the existing client base and assist with new business opportunities

Experience and skills required:

  • Studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission regulations or Guernsey Financial Services Commission Codes of Practice
  • Proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships
  • Excellent communication skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

Related Jobs

Assistant Administrator | Corporate Services

Kick start your career in the finance industry with this award winning provider of fund, corporate and private clients. An opportunity for you to develop your skills within an ever growing corporate services division.

Ref: 39034

Senior Trust Manager

Be a vital player in the private wealth team within a global fiduciary, trust and corporate services provider creating value and making a difference to this fast-paced organisation, where every day will bring a new challenge.

Ref: 39042

Dealer | Equity, Bonds and Funds

An award-winning banking and investment team have an exciting opportunity for a Dealer, who will provide equity, bond and fund trading for their investment division.

Ref: 39044

Head of Custody Operations

An opportunity to drive the strategy and lead the custody operations team of this award-winning bank. You will play a key role ensuring your team provide administrative client support whilst also embed a culture of continuous improvement.

Ref: 39045

Treasury Manager | Asset Management

Join an established bank who have a forward-looking vision, entrepreneurial spirit and a wealth of investment expertise, whom are currently seeking a Treasury Manager to join their asset management team.

Ref: 39030

Apply for Job

Associate | Fiduciary Management
  • 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 Associate | Fiduciary Management
  • job alerts icon

    Don't miss out!

    Receive the latest jobs direct to your inbox with

    Job Alerts

    Rowlands FB