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- Tasks: Manage client portfolios and ensure compliance with legal and tax advice.
- Company: Join a dynamic team in St Helier, focused on trust management.
- Benefits: Enjoy a full-time role with opportunities for professional development and networking.
- Why this job: Be part of a trusted team, managing high-value clients and contributing to growth.
- Qualifications: Six years' experience in the Jersey trust industry, with strong communication and organisational skills.
- Other info: Opportunity to work closely with senior professionals and travel as needed.
The predicted salary is between 43200 - 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.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
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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
✨Tip Number 1
Network with professionals in the Jersey trust industry. Attend local events or join relevant online forums to connect with others who may have insights or leads on job openings, including our own at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest developments in Jersey trust law and regulations. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios and compliance issues in detail. Be ready to share specific examples that highlight your problem-solving skills and ability to handle complex situations.
✨Tip Number 4
Showcase your leadership abilities by discussing any experience you have supervising junior team members. Highlight how you've contributed to their development and the overall success of your previous teams.
We think you need these skills to ace Trust Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in the Jersey trust industry, especially your roles at Assistant Manager or Manager level. Use specific examples to demonstrate your skills in managing client portfolios and ensuring compliance with legal and tax advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role of Trust Manager. Mention your six years of experience and how it aligns with the job requirements. Highlight your strong organisational and communication skills, and express your enthusiasm for working in a dynamic environment.
Showcase Your Technical Knowledge: In your application, emphasise your understanding of Jersey trust, company, and partnership laws, as well as UK tax issues. This will demonstrate your capability to handle the responsibilities outlined in the job description effectively.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Trust Manager role.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Showcase Your Experience
Make sure to highlight your six years of experience in the Jersey trust industry. Be prepared to discuss specific examples from your previous roles, especially those that demonstrate your ability to manage client portfolios and ensure compliance with legal and tax advice.
✨Demonstrate Strong Communication Skills
As a Trust Manager, you'll need to liaise with clients, advisers, and investment managers. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully built relationships in the past.
✨Prepare for Technical Questions
Brush up on your knowledge of Jersey trust, company, and partnership laws, as well as UK tax issues. Expect questions that assess your understanding of these areas, and be ready to discuss how you’ve applied this knowledge in your previous roles.
✨Exhibit Leadership Qualities
Since the role involves supervising junior team members, be prepared to discuss your leadership style. Share experiences where you've mentored others or led a project, showcasing your ability to motivate and guide a team effectively.
