Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client portfolios and ensure compliance with legal and tax advice.
- Company: Dynamic firm in St Helier, focused on trust management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a trusted team and make a real impact in the Jersey trust industry.
- Qualifications: Six years' experience in the Jersey trust industry, with strong communication skills.
- Other info: Opportunity for career growth and involvement in governance and business development.
The predicted salary is between 48000 - 72000 £ per year.
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.
Trust Manager employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager
✨Network Like a Pro
Get out there and connect with people in the Jersey trust industry! Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
When you land that interview, make sure you’re prepared to discuss your experience in managing client portfolios and compliance. We suggest practising common interview questions and having examples ready that showcase your skills in communication and relationship-building.
✨Show Your Passion
Let your enthusiasm for the role shine through! Talk about why you love working in the trust industry and how you can contribute to the team’s success. We want to see that you’re not just looking for any job, but that you’re genuinely excited about this opportunity.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to reiterate your interest in the position and keep you fresh in their minds. We believe a little courtesy goes a long way in making a lasting impression.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Manager role. Highlight your experience in the Jersey trust industry and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your experience managing client portfolios and ensuring compliance with legal/tax advice.
Showcase Your Soft Skills: Don't forget to highlight your organisational and communication skills. As a Trust Manager, building strong relationships is key, so let us know how you've excelled in this area in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Stuff
Make sure you brush up on your knowledge of Jersey trust law, company structures, and tax issues. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience managing client portfolios and ensuring compliance. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Build Rapport
Since this role involves a lot of client interaction, practice your communication skills. Be friendly and approachable during the interview, and think about how you can establish strong relationships with potential clients and colleagues.
✨Ask Smart Questions
Prepare thoughtful questions about the company's approach to governance and business development. This shows that you're not only interested in the role but also in how you can contribute to the company's success.
