Our client is looking for two highly motivated professionals with at least five to ten years' experience in managing a portfolio of clients including company and trust structures to join their Private Wealth & Corporate Services office in Jersey.
Responsibilities Include:
- Liaising with client and intermediaries, asset managers and other third parties.
- Assisting in developing new business opportunities.
- Assessing and managing risk situations to avert potential risk issues.
- Regularly reviewing work in progress on client portfolio.
More information about the role is available upon request - contact the team today for further details.