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Manager, Trust Relationship, Fiduciary Services

  • Funds
  • Jersey
  • Permanent
  • Full Time
  • 2032

Description

Great role developing client relationships, holding client meetings, and dealing with client queries; undertaking transactions; maximising revenue by correct fee charging, ensuring chargeable time targets met and minimising costs; attending to MI red flags; reporting any litigations, claims and complaints; ensuring compliance with AML; monitoring potential risk; monitoring client feedback; identifying new business opportunities.

The successful candidate will have a Finance & Accounting Diploma and 5-7 years trust and company experience in different jurisdictions; understanding of customer needs; finance industry regulatory and risk awareness; understanding of financial accounting requirements in multiple jurisdictions; able to resolve conflict, develop strategies, interpret data and work in a team.

Katie Drury

To apply or for more information please contact Katie Drury

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Manager, Trust Relationship, Fiduciary Services

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