Great role working closely on late on-boarding stage through full structure life cycle.
Jersey
To apply or for more information please contact Katie Landers on 01534-888345 or email katie.landers@thomasdessain.com.
This role ensures highest standards of service delivery and that data and records are up to date; undertaking reviews and workflows; seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out; skilled mentoring and knowledge share; acting on cross-sell opportunities; sharing client/ structure knowledge with nominated alternates; maintenance of technical awareness and market developments; project work.
Ideal candidate will have 5 - 10 yrs experience serving HNW international families and managing complex international fiduciary structures; full understanding of local trust legislation and regulatory requirements, investments and property, KYC, AML, CFT and GDPR; Nav One and MS proficiency; ICSA/STEP/Accountancy/
Legal qualification.
Similar roles
Are you an experienced private capital or fiduciary professional looking to lead and manage complex client structures?
Are you an experienced fiduciary or private capital professional ready for a new challenge?
Great chance to make a real difference in a varied and stimulating role.
Small business person strong on systems and technology
