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Assistant Manager Private Wealth

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 2180

Description

Great role providing transaction management for a broad range of Trusts, Companies, Foundations, and Asset Holding Structures, organising and attending client meetings and drafting more complex minutes and resolutions, act as a higher authority on day-to-day administration queries and as 4-eyes signatory, ensuring that company policies adhered to and clients receive strong quality service; rigorous process analysis; act as mentor and train staff; identify process improvements; ensure compliance with laws including AML and CTF, report suspicious activities.

Candidate required will have strong background in Private Wealth or Trust services with at least 5 years relevant experience; strong technical knowledge of statutory laws; excellent academics and STEP/ICSA qualified; strong attention to detail; excellent communication skills; strong Viewpoint knowledge a plus.

Katie Drury

To apply or for more information please contact Katie Drury

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Assistant Manager Private Wealth

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