Opportunity available
Our Reference
Victus ID 177
Category
We are recruiting a Manager for an independent professional services firm with a strong market reputation.
If you are a Trust and Corporate Services professional seeking the next step in your career, this opportunity could be worth exploring.
Key Responsibilities:
- Act as a Category B Employee under TCB Codes of Practice (Financial Services, Jersey Law 1998) and be part of the formal span of control.
- Serve as a signatory for the company and its affiliates in compliance with JFSC regulations.
- Manage a client portfolio, ensuring compliance with trust deeds, corporate documents, and legal/tax advice.
- Attend client meetings, liaise with clients and advisers, and prepare meeting notes.
- Build and maintain strong client and intermediary relationships.
- Supervise junior team members and provide feedback.
- Review client files and monitor cash requirements.
- Follow up on client queries, communications, and outstanding debts.
- Ensure compliance with internal policies, PPM, and AML regulations.
- Support business development and assist with new business enquiries.
- Provide technical support and attend CPD training as required.
Key Skills and Experience:
- Minimum 6 years of Private Client experience in the Jersey trust industry, with 3 years at an Assistant Manager/Manager level.
- Must be entitled to work in Jersey.
- Fully qualified under JFSC Codes of Practice for TCB.
- Strong organisational, communication, and networking skills.
- Good understanding of Jersey trust law and related regulations.
- Ability to manage risk and work under pressure.
- Willingness to travel when needed.