Portfolio Manager
2 months ago
To manage a diverse portfolio of UK trusts and estates, ensuring efficient administration and client satisfaction.
Key Responsibilities
* Competently manage a portfolio of trusts and estates, adhering to policies, procedures, and regulatory requirements.
* Develop and maintain strong client relationships, providing exceptional service and support.
* Collaborate with the team to achieve business objectives and contribute to the growth of the company.
Qualifications & Skills
* STEP qualification or equivalent
* Typically 5 years of relevant industry experience
* Core skills: English language proficiency, keyboard skills, and ability to work with references
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Trust Portfolio Manager
2 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob SummaryWe are seeking a skilled Trust Portfolio Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key ResponsibilitiesCompetently and autonomously manage a portfolio of trusts and estatesCarry out duties in a professional manner and in...
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Trust Portfolio Manager
2 months ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose:To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.Key Responsibilities:Manage a portfolio of trusts and estates in...
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Trust Portfolio Manager
2 months ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose:To manage a diverse portfolio of UK trusts, and oversee estate administration processes. The successful candidate will be responsible for competently and autonomously managing a portfolio of trusts and estates, while maintaining client relationship management responsibilities.Key Responsibilities:Manage a portfolio of trusts and estates in...
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Fiduciary Portfolio Manager
1 week ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob SummaryWe are seeking a highly skilled Fiduciary Portfolio Manager to join our team at Standard Bank Group. As a key member of our Fiduciary Services business, you will be responsible for managing a designated asset portfolio and providing expertise to our clients.Key ResponsibilitiesManage a portfolio of clients and provide expert advice on trust and...
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Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled Trust Manager to join our team at Apex Group. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner...
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Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled Trust Manager to join our team at Apex Group. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner...
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Trust Portfolio Manager
2 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled and experienced Trust Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all tasks are completed in a...
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Trust Portfolio Manager
2 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust ManagerWe are seeking a highly skilled and experienced Trust Manager to join our team at Apex Group. The successful candidate will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Key Responsibilities:Manage a portfolio of trusts and estates, ensuring that all tasks are completed in a...
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Trust Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust Manager - Personal TrustsApex Group is seeking a skilled Trust Manager to join our team. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Role PurposeThe successful candidate will be responsible for:Competently and autonomously managing a portfolio of trusts and...
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Trust Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Apex Group Full timeJob Title: Trust Manager - Personal TrustsApex Group is seeking a skilled Trust Manager to join our team. As a Trust Manager, you will be responsible for managing a varied portfolio of UK trusts and dealing with estate administration.Role PurposeThe successful candidate will be responsible for:Competently and autonomously managing a portfolio of trusts and...
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Portfolio Manager
2 months ago
Saint Helier, United Kingdom Apex Group Full timeJob Summary:We are seeking an experienced professional to join our team as an Assistant Manager at Apex Group. As a key member of our client services team, you will be responsible for providing administrative support and relationship management to a portfolio of clients.Key Responsibilities:Provide high-quality administrative support to a book of Private...
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Portfolio Manager
2 months ago
Saint Helier, United Kingdom Apex Group Full timeJob Summary:We are seeking an experienced professional to join our team as an Assistant Manager at Apex Group. As a key member of our client services team, you will be responsible for providing administrative support and relationship management to a portfolio of clients.Key Responsibilities:Provide high-quality administrative support to a book of Private...
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Fiduciary Portfolio Manager
6 days ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob DescriptionTo provide expert guidance and manage designated asset portfolios for Fiduciary Services business, servicing clients and ensuring regulatory compliance while delivering high-quality service.Key ResponsibilitiesDevelop and implement strategies for asset portfolio managementProvide exceptional client service and supportEnsure compliance with...
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Fiduciary Portfolio Manager
1 week ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob DescriptionTo provide expert guidance and manage designated asset portfolios for Fiduciary Services business, serving a portfolio of clients and assisting in the regulatory management of the fiduciary business in Jersey. This role requires the incumbent to act as Client Service Director, ensuring the business operates within regulatory and legislative...
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Fiduciary Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Fiduciary SpecialistJob Summary:We are seeking a highly skilled Fiduciary Specialist to join our team at Standard Bank Group. As a Fiduciary Specialist, you will be responsible for managing a designated asset portfolio for our Fiduciary Services business, providing expertise and guidance to clients, and ensuring that our business operates within...
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Fiduciary Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Fiduciary SpecialistJob Summary:We are seeking a highly skilled Fiduciary Specialist to join our team at Standard Bank Group. As a Fiduciary Specialist, you will be responsible for managing a designated asset portfolio for our Fiduciary Services business, providing expertise and guidance to clients, and ensuring that our business operates within...
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Fiduciary Portfolio Manager
3 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Fiduciary SpecialistJob Summary:We are seeking a highly skilled Fiduciary Specialist to join our team at Standard Bank Group. As a Fiduciary Specialist, you will be responsible for managing a designated asset portfolio for our Fiduciary Services business, providing expertise and guidance to clients, and ensuring that our business operates within...
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Fiduciary Portfolio Manager
1 month ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Fiduciary SpecialistJob Summary:We are seeking a highly skilled Fiduciary Specialist to join our team at Standard Bank Group. As a Fiduciary Specialist, you will be responsible for managing a designated asset portfolio for our Fiduciary Services business, providing expertise and guidance to clients, and ensuring that our business operates within...
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Fiduciary Portfolio Manager
1 month ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Fiduciary SpecialistJob Summary:We are seeking a highly skilled Fiduciary Specialist to join our team at Standard Bank Group. As a Fiduciary Specialist, you will be responsible for managing a designated asset portfolio for our Fiduciary Services business, providing expertise and guidance to clients, and ensuring that our business operates within...
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Fiduciary Portfolio Manager
3 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeJob Title: Fiduciary SpecialistJob Summary:We are seeking a highly skilled Fiduciary Specialist to join our team at Standard Bank Group. As a Fiduciary Specialist, you will be responsible for managing a designated asset portfolio for our Fiduciary Services business, providing expertise and guidance to clients, and ensuring that our business operates within...