Purpose of the role:
To manage and administer a portfolio of client entities working within a small team of private client specialists, primarily alongside an Associate Director and Director.
Responsibilities:
- Maintain and administer a portfolio of clients of the Group and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given
- Attending client meetings and preparing file notes of the same
- Liaising directly with clients, intermediaries, investment managers, bankers and advisors
- Undertake client file reviews
- Ensure that all action points arising from reviews and risk escalations are managed proactively
- Preparation of minutes
- Monitoring of clients’ cash requirements
- Preparation of client reviews having regard to CDD
- Respond to and follow up client queries and communications
- Regular review and responsibility for the collection and chasing outstanding aged debts in liaison with the Finance department
Skills required:
- Hold or working towards a relevant professional qualification (ICSA/STEP Diploma)
- A minimum of 5 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Trust Officer/Senior Trust Officer level
- Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey)
- Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB
- Good organisational and communication skills
- An understanding of Jersey trust, company, foundation and limited partnerships law and other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues, financial markets and the world economy
- Have a general awareness of risk issues in the context of fiduciary responsibilities
- Motivated and driven with an ability to work under pressure to tight deadlines
- A willingness to travel as business needs dictate