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Trust Officer - Private Wealth

Purpose of the role:

Be responsible for supporting a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.

Responsibilities:

  • Be a B or C-level Authorised Signatory of the Nominee Companies as required
  • Support where appropriate the Jersey owner who has responsibility for the service delivery of the Service
  • Assist with the profitability and financial performance of the Service
  • Assist with the creation and meeting of industry beating SLAs, plus the KPIs to monitor performance against them for the Service
  • Assist with the process owner for the Service where required
  • Support sector heads with the client net promotor score

Skills required:

  • Ideally 2 years relevant experience Ideally to hold or willing to study towards a JFSC Table 5 qualification                         
  • Relevant professional qualification, ideally A level or equivalent
  • A strong communicator to various stakeholders, including colleagues, clients, auditors and suppliers                                                                                                                     
  • Good knowledge of software packages, i.e., Microsoft Office
  • Good knowledge of relevant regulatory requirements and standards

Private Client

1925

 

Private Client

1925

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