- Job Reference: 8004
- Date Posted: 8 September 2023
- Website: https://www.thomasdessain.com/
- Location: Jersey
- Salary: On Application
- Job Type: Permanent
- Work Hours: Full Time
The individual will work closely with peers, managers and directors, as well as the clients and intermediaries. The role requires attention to detail, a positive attitude and an ability to work collaboratively. An aptitude for juggling changing priorities, an enquiring mind and a sense of humour are also desirable.
- Delivering efficient, considered and diligent management of a portfolio of high-net worth clients.
- Developing an in-depth understanding of a designated client portfolio to ensure a personalised service is provided.
- Assisting the relevant trust director with the on-boarding of new clients.