[561932] - Senior Trust Officer - Boston Link

Join an independent wealth management company, looking to change the way private clients and wealth management services are delivered.


Responsibilities
Be the key contact to a portfolio of high networth clients.
Develop relationships and an in-depth understanding of a designated client portfolio to ensure a bespoke service is provided
Assisting with the on-boarding of new clients
Meeting clients and their advisors, with the appropriate lead director, either in Jersey or other locations
Being a proactive team player
Effectively prioritise, delegate and train other members of the team
Providing timely and constructive feedback to support the development of junior members of the trust team.


Your Profile

Relevant industry experience in the trust sector
An excellent standard of written, IT and communication skills
Detailed and wide-ranging knowledge and experience of administering a variety of offshore structures and asset classes/types.
Ability to work as part of a small, busy team
Initiative, adaptability, creativity
STEP or ICSA Diploma

Features & Requirements

Further Information

Location: Jersey

Profession: Wealth Management

Salary: Negotiable

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