Victus Search, Multi-jurisdictional Recruitment Partner for Financial Services 1200 627
St Peter Port
Guernsey
Job location

St Peter Port

Job type

On-Site

Salary

£60,000 - £70,000 Per Year

Our Reference

Victus ID 143

Christopher CostiChristopher Costi
Director of Victus | Multijurisdictional Recruitment Partner

+44 20 3376 5300

LinkedIn profile

Purpose: Deliver exceptional service to clients and their advisers by developing and maintaining strong relationships and proactively meeting client expectations.

Key Responsibilities:

  • Serve as the primary contact for a diverse portfolio of Trusts, Companies, and other wealth structuring vehicles.

  • Provide outstanding client service.

  • Regularly communicate with clients and advisers to ensure expectations are met and provide timely, professional reports and information.

  • Handle daily administrative tasks for trust corporate client entities.

  • Promptly and professionally address client/internal requests, ensure proper documentation, and update client records.

  • Coordinate with banks, investment managers, and other agents to manage and report on client assets, conducting regular reviews and reconciliations.

  • Perform periodic reviews of client entities to ensure regulatory compliance and completion of administrative tasks.

  • Accurately record tasks on timesheets for fee recovery.

  • Meet efficiency targets and clear debtors as agreed.

Qualifications:

  • STEP or ICSA qualified or part-qualified.

Skills & Experience:

Essential:

  • 3-5 years of technical trust experience managing a varied portfolio.

  • Strong interpersonal and communication skills, confident with high-value clients and professionals.

  • Ability to work under pressure, make decisions, and seek assistance when needed.

  • Understanding of anti-money laundering legislation.

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