Purpose of the role:
To undertake the day-to-day administration of a portfolio of corporate structures.
Responsibilities:
- Ensure mutual understanding of client and the company's expectations and commitments at outset and throughout the relationship
- Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected
- Develop the existing client base by understanding client needs through effective listening and questioning
- Demonstrate to clients the ability, supported by the company's skill base and other specialists, to provide advice on all aspects of wealth management
- Report complaints, operational risks, suspicions etc in accordance with local procedures
- Actively champion the company’s values by promoting a culture of professionalism, teamwork and leadership
- Understand of the company’s vision and the strategy of the Group
Skills required:
- Knowledge of compliance issues and the regulatory framework
- You should be educated to A level with a minimum of 5 to 10 years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines
- Good knowledge of offshore fiduciary services
- A proven track record in handling complex offshore fiduciary issues
- A proven track record in client relationship management