Senior Associate, Fiduciary Management

4 weeks 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**

Senior Associate, Fiduciary Management (Jersey)

**What is the opportunity?**

You will be responsible for the management of fiduciary accounts under the management of the Fiduciary Services (FS) business, a signatory of the Fiduciary Board of the Trust companies and authority to make decisions under the four eyes principle for Trusts, Foundations and Nomineeships. You will also be a 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 its subsidiaries. A designated list of fiduciary entities and be responsible for the proper fiduciary management of those entities.

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 Director.

You will work in full cooperation with and support any 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.

**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 FS business division to maximise fee income
- Fiduciary responsibility for the management of a portfolio of trusts, companies, foundations and nomineeships in their portfolio. Assist with a programme of regular client and advisor visits and attend where required
- Engage with a programme of regular client and advisor visits where necessary and where costs are fully recoverable
- Ensure client strategic objectives are reviewed and refreshed and that management of fiduciary structures meet the client strategic needs
- Assist with fee reviews and negotiations in light of current services delivery and requirements to ensure recovery of work in progress (WIP) and fee collection targets as set out in the Business Plan
- Assist employees within the Fiduciary team achieve their potential by effective coaching, performance management, communication and training and development activities to meet client needs
- Ensure FS projects are achieved on 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)
- Maintain the minimum annual Continuing Professional Development (CPD) requirements of the held qualification and as required by regulatory authority

**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**:
2023-02-22-08:00

**Application Deadline**:
2023-03-24-07:00

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innova

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