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Assistant Trust Manager / Senior Trust Manager - Jersey

Key Responsibilities:

  • Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery
  • Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
  • Excellence of communication with clients and 3 parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
  • Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary
  • Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals

Key Competences / Skills / Experience / Behaviours Required

  • Ability to act independently but knowing when to escalate & seek guidance
  • Positive collaboration with all Private Wealth colleagues & wider stakeholders
  • Director of client entities/affiliate members where required
  • Ongoing compliance with all internal policies and procedures
  • Ongoing compliance with all relevant regulatory/legal requirements
  • Spotting cross-sell opportunities and liaison with Client Directors accordingly
  • Sharing of own client/structure knowledge with nominated alternates
  • Awareness and ability to act as fully effective nominated alternate for others
  • Maintenance of technical awareness and market developments
  • Effective contribution to group projects as necessary
  • Authorised client signatory in line with approved limits

Private Client

Jersey

2643

 

Private Client

Jersey

2643

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hello@axalleine.je

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