Full Description

Purpose of the role: To manage a portfolio of more complex clients belonging to the Company or to one of the entities managed by it, including all aspects of client service, regulatory adherence, billing, record maintenance, risk managements, CDD monitoring, client engagement and communications and task management. Responsibilities: Working in a senior capacity administering a portfolio of trusts, companies and foundations including liaising with Clients, banks, and investment managers as and when required. Managing the day-to-day relationship with your Clients including attendance at Client meetings and delivery of finalised transactions. Working with the Client Directors, and the team, on a day-to-day basis, manage workloads and to keep them apprised of ongoing Client administration matters. Training and developing junior staff. Maintaining a highly relevant understanding of the business'policies and procedures and codes of conduct, and ensuring all administration is undertaken in accordance with those policies and procedures. Skills required: Capable of registration as a Category B Employee under the JFSC Trust Company Business Code of Practice Schedule 1. At least three years relevant experience; and table 4 qualification, or at least five years relevant experience and a table 5 qualification. Based in Jersey. Proven experience in a client engagement management role.

For more information please visit https://jobs.axalleine.je/job/manager-2102.aspx.

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