Associate, Client Structure - Private Client Trust
- Full Time
Postholder will assist Fiduciary with managing fiduciary accounts and have a designated list of fiduciary entities such as trusts, companies, foundations and nomineeships as agreed from time to time, and be involved with complex and bespoke services provided to these entities. He/she will act as point of contact for the client in relation to the fiduciary entities on the client’s portfolio; assist Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships; provide support with Fiduciary Management procedures and analyse client requests for technical input; assist with fee reviews to ensure recovery of work in progress and fee collection targets as set out in the Business plan; assist with delivery of own work in progress, recovery and fee target; identify cross-selling opportunities within existing client base and assist with new business opportunities; ensure corporate policies in accordance with WMI standards and procedures are implemented and adhered to and ensure compliance with the Global Trust Operating Model; ensure Audit points addressed and projects achieved; ensure Employee Engagement and undertake coaching and mentoring roles.
Candidate will be be studying towards/have completed a Category A or B level qualification under JFSC/GFSC Codes of Practice; proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships; maintain CPD requirements; a bonus would be to participate in continuing education opportunities to maintain or enhance skills and abilities.
Five years continuous residence in Jersey required.
For more details contact James Troy< back to vacancies