Trust Manager, Fiduciary - Jersey

  • Job Reference: 44947
  • Date Posted: 7 May 2022
  • Website: https://www.ap-executive.com/
  • Location: Jersey
  • Salary: On Application
  • Bonus/Benefits: Negotiable
  • Sector: Administration, Banking & Financial Services, Call Centre / Customer Service, Sales & Marketing, Compliance/Risk/Internal Audit, Corporate Services
  • Job Type: Permanent

Job Description

Our award-winning, independently owned client has a vacancy for a Trust Manager who will be an integral part of the team responsible for ensuring excellent client service, in line with ongoing requirements & the standards required. You will be solution-orientated & work highly collaboratively with the client directors, peers & administrators to share expertise & capacity.

The key responsibilities for the role are proactive entity management & maintenance. Delivery of client work with the expected standards, excellent communication skills with clients & 3rd parties whether verbal or written, demonstrating technical awareness & cultural affinity as appropriate. Support highly effective fiduciary decision making through preparation of comprehensive & considered case input for discussion at Group meetings. Reviews & Workflows addressing issues as required. Mentoring & knowledge share with more junior members of the team.

The candidate will hold a professional qualification such as ICSA, STEP, ACCA or Legal. 7 - 10 years' experience in dealing with HNW international clients. Proven ability in managing complex international fiduciary structures along with an understanding of the issues facing HNW families & their structures. Experience in working with related industry professionals, with a full understanding of local trust & Co legislation & regulatory requirements. A good understanding of investments, property & other asset classes.

You will have highly effective & adaptive interpersonal skills, be a collaborative team player, have a strong awareness of KYC, AML, CFT & GDPR requirements. Good knowledge of working with NavOne and Doc management principles plus MS Office

Please note that we can only accept applications from candidates who are either local, or have lived in Jersey continuously for the last 5 years at this time.

For further information please contact Emma Muirhead on 01534 753014 or e-mail your current CV and any relevant information to emma.muirhead@ap-executive.com.

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