The key will be developing mutually rewarding relationships with these individuals. Core duties will revolve around the administration of a portfolio of complex trust structures, reviewing financial statements, arranging distributions and loans and the drafting Trustee resolutions.
Finally you can expect to have to liaise with investment advisors, asset managers and other 3rd parties as required and deal with client requests for tax implications and risk assessment.
You should possess a recognized Trust qualification, such as STEP, ACIB or ICSA. You will have at least five years PQE experience – the majority on behalf of HNWI's not solely company work or within the fund industry.
Ideally you will have broad experience to draw upon. Whilst it is expected the successful applicant will probably be from a local background, the client is open to individuals with the relevant background looking to make the move to Jersey.
A very competitive salary and package of full benefits will be created based upon the successful applicant's relevant experience.