Client Manager (Private Wealth)

  • Full Time
  • Permanent
  • Jersey

AD-GSY-4272

LIVE

 

We have a great opportunity for a Client Manager (Private Wealth), working for a leading, independent professional services firm. In this role, you would ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure, and work closely with Client Directors on proactive entity management and maintenance.

 

Requirements:
• 5 – 10 years’ 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.

 

 



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