Associate, Client Structure

Published: June 15, 2017
Location
Job Type
Category
Country
Jersey
Job Reference
20/14467/KM0617

Description

Our client seeks the right person to assist in the management of a portfolio of trusts, companies, foundations and nomineeships and support client relationships and visits.  He/she will provide procedural support and undertake analysis of client requests; assist with fee reviews and targets; identify cross-selling opportunities within the existing client base and assist with new business opportunities; ensure corporate policies adhered to; assist with Audits; coach and mentor.  The successful candidate will have/be studying towards JFSC Category A or B level qual; proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships; maintain CPD; private client experience with ideally STEP/ICSA Diploma.

Five years continuous residence in Jersey required.

Recruitment Contact Tel/Email

For more details contact Karen Mars on 888345 or karen.mars@thomasdessain.com

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