Our client is looking for an individual with at least three years' experience in managing a portfolio of clients including trusts and companies to join their Private Wealth & Corporate Services office in Jersey.
Responsibilities Include:
- Liaising with investment advisors, asset managers and other third parties.
- Assisting in developing new business opportunities.
- Undertaking bookkeeping entries.
- Assessing and managing risk situations to avert potential risk issues.
More information about the role is available upon request - contact the team today for further details.