This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients and intermediaries on a daily basis.
Location:
Jersey
Jersey
How to apply:
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
Responsibilities:
- To ensure that the client is delivered the best possible service by the Wealth Structuring Group within the reasonable limitations of the agreed policies and procedures.
- To be a constructive part of the Wealth Structuring Team.
- To provide excellent service through building and maintaining long term relationships.
- To optimise client potential and deliver a consistent, seamless client experience.
- To provide advice to clients ensuring the clients needs are met.
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