Purpose of role:
To manage a portfolio of more complex clients belonging to the Company or to one of the entities managed by it, including all aspects of client service, regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management.
Responsibilities:
- Working in a senior capacity administering a portfolio of trusts, companies and foundations including liaising with Clients, banks, and investment managers as and when required.
- Managing the day-to-day relationship with your clients including attendance at Client meetings and delivery of finalised transactions
- Training and developing junior staff
Skills and requirements:
- Proven experience in a client engagement management role.
- Strong task and diary management skills with a focus on task completion and delivery.
- Sound knowledge of relevant regulatory requirements applicable to Jersey Trust Company Business.
- An ability to recognise and mitigate potential risk situations.