Our client is seeking a Trust Manager to join their team based in St Helier. The role involves managing a portfolio of clients, ensuring compliance with trust deeds, corporate documents, and professional legal/tax advice. This is a full-time position, ideal for someone with over six years’ experience in the Jersey trust industry, including three years at Assistant Manager or Manager level.
Job Duties
- Act as a signatory for group entities and manage a portfolio of clients in accordance with trust deeds and legal/tax advice.
- Attend client meetings, prepare file notes, and liaise directly with clients, advisers, investment managers, and bankers.
- Establish and maintain strong relationships with intermediaries and clients.
- Assist in generating new business enquiries and supervise junior team members.
- Conduct client file reviews, ensuring all action points from reviews and risk escalations are proactively managed.
- Prepare minutes, monitor clients’ cash requirements, and ensure all clients are administered in accordance with the PPM and AML manuals.
- Oversee the collection of outstanding aged debts in collaboration with the finance department.
- Participate in internal committees or sub-committees related to governance, policy, and business development.
- Provide technical support to staff and represent the company externally as required.
- Ensure compliance with internal policies, procedures, and current TCB Codes of Practice.
- Undertake Continuous Professional Development (CPD) training as required.
Job Requirements
- A minimum of six years’ experience in a Private Client role within the Jersey trust industry, with at least three years at Assistant Manager or Manager level.
- Entitled to work status in Jersey (minimum five years’ residency).
- Fully qualified to meet Category B requirements under the JFSC Codes of Practice for Trust Company Business (TCB).
- Strong organisational, communication, and networking skills.
- Good understanding of Jersey trust, company, foundation, and limited partnerships law, as well as knowledge of UK tax issues, financial markets, and the global economy.
- Awareness of risk issues in the context of fiduciary responsibilities.
- Motivated and driven, with the ability to work under pressure to meet tight deadlines.
- Willingness to travel as business needs dictate.
What You’ll Love:
This role offers the opportunity to work in a dynamic environment, managing high-value client portfolios and being part of a trusted team. You’ll work closely with senior professionals and contribute to the growth and governance of the organisation. If you’re an experienced professional looking for a challenging and rewarding role, we look forward to receiving your application.
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