Purpose of the role:
To be responsible for a complex portfolio of clients, to ensure that a high level of service is given to clients according to relevant mandates, operational and fiduciary risk exposures are effectively managed.
Responsibilities:
- To be responsible for all aspects of management of a portfolio of Trust and Companies
- Ensure the company meets its Regulatory, Risk and procedure requirements
- Provide assistance to the Designated Director with the management of business projects
- Act as a minimum of a 'B' Signatory
- Develop relationships with clients, intermediaries, prospective clients, other professional advisors and as necessary be the lead Client Manager. This will involve travelling to meet contacts where necessary
Skills required:
- You must be experienced and a qualified professional with a minimum of 5-years' management practice of Trust and Fiduciary services, including an understanding of business development, operational and financial activities
- Hold a relevant professional qualification, enabling you to hold a table 4 qualification, along with relevant experience as defined by the Jersey Financial Services Commission
- You will be expected to maintain an awareness of industry best practice and developments in other jurisdictions so that the range of services offered to the client is continually reviewed