Full Description

Trust ManagerPrivate Client

Purpose of the role:

The role holder with administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Senior Manager / Associate Director and more junior staff within the team.

Key responsibilities:

• Manage a portfolio of clients for the Group and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given.
• Attending client meetings and preparing file notes of the same.
• Liaising directly with clients and advisers, investment managers and bankers.
• Establish, build and manage strong relationships and networks with intermediaries and client

Experience required:

• Hold a relevant Category B professional qualification (ACCA/ICSA/STEP Diploma)
• A minimum of 6 years experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at an Assistant Manager/Manager level.
• Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey).

For more information please visit https://jobs.axalleine.je/job/trust-manager-2337.aspx.

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