Associate Director, Fiduciary Management

2 months ago

Saint Helier, United Kingdom Royal Bank of Canada Full time

Come Work with Us

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate Director, Fiduciary Management (Jersey)

Job Description

What is the opportunity?

You will be responsible for the management of fiduciary structures as part of the Private Client Fiduciary Services (PCFS) business. As a higher level signatory of the Fiduciary Board of the Trust companies you will have the authority to make decisions under the 'four eyes' principle for Trusts, Foundations and Nomineeships. You will also be a higher level signatory of the Corporate Director and Corporate Secretarial companies, thereby representing the corporate directors and corporate secretaries and playing an active role in the management of those private enterprises and subsidiaries. You will have a designated list of fiduciary entities/relationship groups some of which will be complex and/or high value. You will be responsible for the proper fiduciary management of those entities to the highest standards in line with RBC Policies & Procedures whilst ensuring proper and effective use of resources to ensure business profitability and client relationships are maximised.

You will have primary fiduciary responsibility for and may act as the primary fiduciary point of contact for certain structures and will also assist and support the Directors as required.

You will work in full cooperation with and support all business functions including the relevant Director - Relationship Management (DRM) of the Sales & Relationship Management (SRM) team with their overall responsibility as the Prime Relationship Manager for all WM-I client relationships. This includes the referral to SRM of any new business opportunity from new prospects or existing clients, provision of any related client information and participation on any client reviews as appropriate.

What will you do?

  • Responsible for delivering an effective and efficient fiduciary service with the highest levels of client service to achieve client satisfaction and retention. Assist other members of the team to drive RBC Wealth Management (RBCWM) business strategy in the PCFS division to maximise fee income
  • Fiduciary responsibility for the management of a complex / high value portfolio of trusts, companies, foundations and nomineeships
  • Engage with a programme of regular client and advisor visits and where costs are fully recoverable unless by exception
  • Ensure client strategic objectives are reviewed and refreshed and that management of fiduciary structures meet the client strategic needs
  • Drive forward and be proactive in fee reviews and negotiations in light of current service delivery and requirements to ensure maximum recovery of work in progress (WIP) and fee collection targets as set out in the Business Plan
  • Assist employees within the PCFS team achieve their potential by effective coaching, mentoring, performance management, communication and training and development activities
  • Ensure FS projects are achieved on time, every time.

What do you need to succeed?

Must-have

  • Hold an internationally recognised professional qualification, ideally an Associate of the Chartered Institute of Bankers, Chartered Accountant Associate of the Chartered Institute of Secretaries and Administrators, Chartered Association of Taxation or a member of the Society of Trust and Estate Practitioners (Category A level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice)

Nice-to-have

  • Possess experience in interpersonal / leadership / team building and networking skills
  • Proven industry experience at a Management level

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible working options fully supported
  • Hybrid working

Job Summary

Address:

Saint Helier, Jersey

City:

JEY-ST_HELIER-SAINT HELIER

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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