Purpose of the role:
This is a senior client-facing role with the principle responsibilities of managing a portfolio of clients in accordance with the policies and procedures.
Responsibilities:
- To act as Category B Employee status under the TCB Codes of Practice pursuant to the Financial Services (Jersey) Law 1998, as amended; and to act as a part of the formal span of control for the Group of companies
- To act as a Signatory and its group affiliates as regulated by the JFSC, and in conformity only with your own permitted regulatory status from time to time
- Maintain and administer a portfolio of clients of the Group and ensure those clients are administered in accordance with the terms of any trust deeds and/or corporate documents as applicable and any professional tax and/or legal advice given
- Liaising directly with clients and Advisers, Investment Managers and Bankers
- Establish, build and manage strong relationships and networks with intermediaries and clients
- Regular review and responsibility for collection and chasing outstanding client aged debts in liaison with the Finance department
- Ensure that all clients are administered in accordance with the PPM and AML Manuals
- Ensure that all action points arising from reviews and risk escalations are managed proactively
- Liaise and attend meetings with other company functions necessary to perform duties and aid business and organisational development
Skills required:
- A minimum of 10 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 5 years at Manager/Senior Manager level
- You must have an entitled to work status in Jersey (i.e. minimum 5 years in Jersey)
- Fully qualified to meet Category B requirements as described in the JFSC Codes of Practice for TCB
- Excellent organisational, communication and networking skills
- A good understanding of Jersey trust, company, foundation and limited partnership 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
- A keen 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