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Administrator, Private Wealth

This role involves providing comprehensive administrative support within a dynamic environment, focusing on a diverse portfolio that includes Ultra High Net Worth Individuals, Family Offices, and Charities. The position requires collaboration with an experienced team member, allowing for tailored solutions across various Trusts, Companies, Foundations, and Asset Holding Structures. The successful candidate will work flexibly without rigid divisions based on client type or geography, presenting an exceptional opportunity to manage a varied workload while gaining extensive insight into the Private Wealth sector. Responsibilities will involve the formation and administration of portfolios, liaising with clients and third parties, managing bank payments, and ensuring compliance with relevant regulations. Candidates will have the chance to engage in rigorous process analysis and contribute to improvements that enhance client experience. This is a full-time role that promises professional growth in a supportive environment. Click here to read more

Ref: 37297
Contract Trust Administrator

The role of temporary Trust Administrator encompasses responsibilities related to trust management and administration. Candidates should possess several years of experience in the trust sector for this contract position. The position will require flexibility and adaptability as it involves working with a sanctioned client, which may not appeal to all candidates. The successful individual will be expected to demonstrate a thorough understanding of trust operations and compliance. This role offers a unique opportunity for those seeking to broaden their skills in trust administration while navigating challenges within a highly regulated environment. The position is full-time, and candidates should be prepared to engage actively in all facets of trust management. Click here to read more

Trust Administrator

The role of Trust Administrator involves working with a sanctioned client, which may present unique challenges not suited to every professional. The ideal candidate will have a few years' experience in trust administration, showcasing their capability in handling trust-related responsibilities. The Trust Administrator will be expected to manage various tasks related to the administration of trusts, providing support and ensuring compliance with relevant regulations. The role requires a detail-oriented individual who can thrive in a potentially demanding environment. A proactive approach and the ability to work independently are essential for this position. Click here to read more

Ref: 37295
Relationship Manager

Our client is seeking a Relationship Manager who will be pivotal in retaining, growing, and developing member relationships within a defined territory. This role involves managing a portfolio of members, ensuring high engagement and service quality while identifying opportunities for upselling and tier migration. A significant focus will be on onboarding newly converted leads effectively, making sure that new members receive exceptional service and are engaged in their first three months. As an ambassador for the organisation, the Relationship Manager will build trusted relationships, drive member satisfaction, and contribute to the overall commercial growth of the region. Click here to read more

Senior Administrator, Corporate

The role of Senior Administrator, Corporate involves a range of responsibilities aimed at ensuring that client data is managed accurately and efficiently. This full-time position requires the individual to work collaboratively with Client Management, delivering specific administrative tasks to meet client or business needs. Key duties include maintaining accurate data across all relevant databases, ensuring compliance with recording and filing policies, and executing company secretarial functions for the Corporate Team. The successful candidate will be required to liaise professionally with third-party providers to support client activities and ensure all managed entities remain in good standing with respect to jurisdictional deadlines. Additionally, this role entails adhering to established workflows for payments and reporting, as well as maintaining continuous professional development. This position calls for someone who can prioritise effectively and work flexibly to accommodate evolving demands. Click here to read more

Ref: 37292
Trust Administrator

This role is designed for an enthusiastic and highly organised trust professional who is eager to work within a dynamic Family Office Team. The Trust Administrator will be responsible for providing excellent service to Ultra-High-Net-Worth clients with a strong focus on a client-centric and solution-driven approach. The position involves a variety of duties including the maintenance of client information, completion of day-to-day bookkeeping tasks, and assisting in the management of bank accounts. This is a full-time position that offers opportunities for growth and professional development in a collaborative and supportive environment. Click here to read more

Ref: 37286
Senior Trust Administrator

This position seeks an experienced and highly organised trust professional to join a dynamic Family Office Team. The role involves managing a diverse set of responsibilities aimed at delivering exceptional service to Ultra-High-Net-Worth clients. A client-centric and solution-driven approach is paramount, as the successful applicant will oversee the maintenance of client information and statutory records, complete bookkeeping tasks up to trial balance, and engage in regular communication with bankers and intermediaries. This is a full-time role that presents opportunities for professional growth and development within a supportive and collaborative environment. Click here to read more

Ref: 37286
Relationship Manager, International Wealth & Investment

This role focuses on the growth, maintenance, and retention of a portfolio of private banking customers in alignment with the segment value propositions. The position is exclusively for Jersey residents, as it is not open to relocation or sponsorship. The Relationship Manager will be responsible for creating value for clients and the bank through related initiatives and activities. Duties involve promoting a relationship-based offering as the primary point of contact, ensuring client expectations are met with personalised financial solutions. The role requires adherence to sound account management principles for optimal credit portfolio management, such as reduced excesses and overdue reviews. Compliance with all legislative and regulatory requirements, including KYC, is essential. The successful candidate will prepare and submit quality credit applications for evaluation and manage credit reviews when necessary, ensuring that proper indemnities are in place to receive client instructions appropriately. Discretion will need to be exercised in acting on client requests within defined mandates. Click here to read more

Ref: 37285

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