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Client Management, Private Wealth

REF: 238 | Trust Administration | £50k - £60k
  • Location: St Helier
  • Type: Permanent
  • Job #238

Purpose of the role:

You will be an integral part of the team, responsible for ensuring delivery of excellent client service and that all client entities are maintained in line with ongoing requirements and the standards required.


  • Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life-cycle, ensuring highest standards of service delivery
  • Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
  • Delivery of all client work and contact in line with their vision and values and expected service standards, ensuring KPIs are up to date at all times
  • Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
  • Support highly effective fiduciary decision making, including though preparation comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary
  • Highly effective liaison with 3rd party service providers in execution of client needs and build of those relationships in support of future referrals
  • Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings
  • Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team
  • Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time
  • Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours
Skills required:
  • STEP, ICSA, Accountancy or Legal
  • 5 –  10 yrs experience serving HNW international families
  • Good understanding of the issues facing HNW families and their structures
  • Proven ability in managing complex international fiduciary structures
  • Proven ability in working with related industry professionals
  • Full understanding of local trust & co. legislation and regulatory requirements
  • Good understanding of investments, property and other asset classes
  • Full awareness of the companies policies and procedures
  • Highly effective and adaptive interpersonal skills
  • Collaborative team player
  • Strong awareness of KYC, AML, CFT and GDPR requirements
  • Good knowledge of and experience of working with NavOne
  • Good knowledge of doc. management principles and core MS Office apps

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