Purpose of the role:
Day-to-day administration of a portfolio of fairly complex client cases, including bookkeeping entries and the preparation of some financial reports and statements.
Responsibilities:
- Develop long term, profitable business relationships with clients maintaining regular contact and ensuring client confidentiality is respected
- Demonstrate to clients the ability, supported by the company's skill base and other specialists, to provide advice on all aspects of wealth management
- Assess and manage risk situations to avert potential risk issues for both clients and the company and to ensure that the assets of both are protected
- Balance the client’s needs with the Group’s commercial expectations both in developing strategies for clients and in the day-to-day management of their affairs
Skills required:
- Good knowledge of offshore fiduciary services
- A proven track record in handling complex offshore fiduciary issues
- Knowledge of compliance issues and the regulatory framework
- You should be educated to A level. You should have a minimum of 5 to 10 years’ experience in fiduciary services and qualify as a C category person under the JFSC guidelines