Purpose of the role:
Our client is looking for a highly motivated professional with at least five to ten years’ experience in managing a portfolio of clients including company and trust structures to join their Private Wealth & Corporate Services office in Jersey.
Responsibilities:
- Liaising with client and intermediaries, asset managers and other third parties
- Assisting in developing new business opportunities
- Assessing and managing risk situations to avert potential risk issues
- Regularly reviewing work in progress on client portfolios
Skills required:
- You will qualify as a ‘C’ cateogry person under the Jersey Financial Services Commission guidelines and have a proven track record in client relationship management and handling complex offshore fiduciary issues
- Excellent communication skills, time management and organisation skills are also required
- Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012