- Job Reference: 8451
- Date Posted: 26 January 2023
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
The Role comprises:
- Demonstrating a thorough understanding of your personal fiduciary responsibility to protect the client, yourself, and the business.
- Reporting any concerns/breaches and HR issues to the Private Client Director and escalate to the Head of Private Client Directors or the CEO.
- Delivering against annual personal and pods financial budgets and other non-financial indicators as set by the CEO of the Trust.
- Keeping assigned clients appraised of technical, tax & legislative changes that may affect their Fiduciary structures.
- Overseeing and making decisions in relation to assets held within assigned Fiduciary structures.