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Location

Guernsey | United Kingdom

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Job description

Our client is a financial services company seeking to recruit an Assistant Manager, CLS - Private Clients, Guernsey.

Overall purpose of the role:

The Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

Key responsibilities will include;

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures

The successful candidate will have:

• Evidence of prior and proven relevant experience in regulated finance or professional services
• Sound organisation skills and supervisory experience
• Possess a solid understanding of the business and markets applicable to the business
• Hold a relevant professional qualification such as STEP, ICSA
• Strong technical IT skills

For more information, please email: [email protected] or call: +44 1481 723221. Please visit our website for our latest vacancies.

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Job tags

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Salary