Take ownership of a high-value client portfolio
Jersey
To apply or for more information please contact Rebecca Gorin on 01534-888345 or email rebecca.gorin@thomasdessain.com.
An excellent opportunity for an experienced fiduciary professional to join a specialist family office team, managing a varied portfolio of high-net-worth clients and delivering a proactive, personalised service.
You’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance requirements, while mentoring junior colleagues.
Ideal for someone with at least four years’ experience administering UHNW or family office clients, including three years managing their own portfolio, with strong technical knowledge and a commitment to exceptional client service.
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