We have a great new opportunity for a Trust Officer to join an independent wealth management company in Jersey.
Key duties will include:
- 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
- Meeting clients and their advisors, with the appropriate lead director, either in Jersey or further afield
- Being a proactive team player
More information about this role is available upon request – contact the team today for further details.