Purpose of the role:
To efficiently and profitably manage a diverse portfolio of complex clients and deliver a first-class service to clients, advisors, and the Directors of Private Wealth.
Responsibilities:
- Responsibility for the efficient day-to-day management of affairs for some of the more complex clients of the Company unsupervised but always in accordance with the terms of appointment and in line with group procedures
- Build and develop client and intermediary relationships with a view to developing new business opportunities
- Have the ability to identify and convert new business opportunities for both the Company
- Attendance to meetings with clients and/or their advisers either in Jersey or occasionally overseas with authority of the Lead Director or Managing Director of the Company
- Maintain statutory and accounting records for entities under administration ensuring compliance with local legislation in the jurisdiction in which the entity was incorporated/established
- Complete all trust control functions, within agreed time frame, including periodic reviews, accounts, updating of registers etc.
Skills required:
- STEP/ICAS or other relevant qualification
- Strong communication skills, both written and verbal
- Appropriate IT knowledge
- A good understanding of general compliance