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Our client is a medium size company with great culture and ethics. They are very friendly and believe in looking after the people in the business.
The successful person will be responsible for a complex portfolio of clients so as to ensure that a high level of service is given to clients in accordance with relevant mandates so that operational and fiduciary risk exposures are effectively managed. Will actively work to ensure that the Jersey Trust Department meets its Financial Objectives in line with Financial Plans. To develop relationships with clients, intermediaries, prospective clients, other professional advisors. To ensure that the Company's procedures and standards are met with a particular focus on effective time recording, billing and collection along with efficient process completion of Accounts, Annual and Investment Reviews.
The post holder must be an experienced and qualified professional with a minimum of 5 years' management practice of Trust and Fiduciary services including an understanding of business development, operational and financial activities. A focus on quality service delivery supported by commercial sense so as to identify and anticipate business opportunities, weaknesses and strengths to be able to develop appropriate initiatives that link the business with broader company initiatives within the group and into new areas through professional intermediaries and other contacts.
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