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Associate, Client Structure - Private Client Trust

  • Trust
  • Jersey
  • Full Time
  • Permanent
  • Ref: 14792

In this new and exciting role you will assist with the management of a portfolio of trusts, companies, foundations and nomineeships in co-ordination with the other Fiduciary Management teams, Fiduciary Structure Management teams and the Professional Services Group. You will assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM), help provide support to the Fiduciaries in respect of procedures that are the responsibility of the Fiduciary Management and undertake analysis of client requests with reference to the Fiduciaries where appropriate for technical input.

The ideal candidate will be studying towards or have completed a Category A or B level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice, have proven industry experience in the fiduciary operations of trusts, companies, foundations and nomineeships and maintain the minimum annual Continuing Professional Development (CPD) requirements of the held qualification and as required by regulatory authority. Contact Ollie for more information

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