Administrative Portfolio Manager

Apex Group is looking for an experienced Trust Portfolio Administrator to join their team. This role involves providing administrative support and relationship management to a portfolio of clients. The successful candidate will work closely with a Manager to deliver high-quality services to all customers within the portfolio.The RoleThe main responsibilities...

Role PurposeTo effectively manage a diverse portfolio of UK trusts, with a focus on estate administration and client relationship management.The successful candidate will be responsible for autonomously managing a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner, in accordance with company policies, legal...

We are seeking a skilled Trust Portfolio Administrator to support our team in the administration of trust and company portfolios.Kleinwort Hambros is a leading private banking institution with a strong presence in the financial industry.Key ResponsibilitiesMaintain client relationships and provide high-quality service to internal and external...

Job 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...

About the RoleThis is an exciting opportunity to join our team at Ocorian as a Portfolio Assistant. As a key member of our administration team, you will be responsible for providing support and assistance in the day-to-day administration of a varied portfolio of Employee Benefit Trust (EBT) structures.Your primary objective will be to maintain and develop a...

Role OverviewTo support the team in the administration of a portfolio of Trust and Companies at Kleinwort Hambros.The successful candidate will be responsible for maintaining client relationships and providing a high quality of service to internal and external stakeholders.The role requires a good understanding of the JFSC/GFSC regulations and AML/KYC...

Role Purpose: Manage a diverse portfolio of UK trusts, handling estate administration with competence and autonomy. Maintain client relationships and adhere to policies, legal requirements, and company standards.Key Responsibilities: Competently manage a portfolio of trusts and estates, and have client relationship management responsibility. Carry out duties...

About UsApex Group is a leading provider of high-end services to the financial industry, with a strong presence in Jersey. Our mission is to deliver exceptional client experiences through bespoke solutions and expertise.Role OverviewWe are seeking an experienced Executive Portfolio Manager to join our Private Client and Family Office Team. As a key member of...

Key ResponsibilitiesAdminister and take responsibility for serving all aspects of a portfolio including complex clients with limited guidance from a Trust Executive while ensuring adherence to the Administration Charter.Understand the commercial aspects relating to the case load you administer and the risk/reward associated, review and interpret complex...

About the RoleWe are seeking a skilled Financial Portfolio Manager to join our team at Apex Group. As a key member of our organization, you will be responsible for managing client portfolios, including administration and company secretarial matters.Key ResponsibilitiesManage and supervise administrators and trainee administrators who would typically be...

We are seeking a seasoned Senior Trust Manager to oversee the administration of complex private client portfolios within our Family Office. This role offers an exciting opportunity to work with a team of professionals in a fast-paced environment, overseeing the management and development of Administrators.Key Responsibilities:Own and manage a portfolio of...

As a Senior Portfolio Manager at Apex Group, you will have the opportunity to oversee administration obligations and drive the growth of client relationships. With a focus on team development and customer service, you will play a crucial role in shaping the company's success.Key Responsibilities:Maintain and develop key client relationships as lead...

Job Title: Senior Trust Relationship ManagerJob Description:As a Senior Trust Relationship Manager at Standard Bank Group, you will be responsible for the comprehensive administration of trusts and companies under your charge. Specifically, you will manage a portfolio of complex clients with limited guidance from a Trust Executive, ensuring adherence to the...

Job 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...

We are looking for a Key Administration Specialist to join our private debt department at Apex Group.Job SummaryThe successful candidate will be responsible for managing client portfolios, including all aspects of administration and company secretarial matters. This is a full-time permanent position with a negotiable salary.Responsibilities:Manage client...

Apex Group is seeking an experienced Administrative Support Specialist to provide high-quality administrative support and relationship management to a client portfolio. The successful candidate will work closely with a Manager to deliver exceptional services to all customers within the portfolio.The Role & Key Responsibilities:Provide administrative support...

Residency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55726ContractPermanentHoursFull TimeSalaryNegotiableApex are looking a Senior Administrator within their private debt department who will join a team providing a full suite of fund administration and company secretarial services to our private debt fund clients. - Be...

Job SummaryWe are seeking a highly skilled Fund Administrator to join our team at Ocorian. As a Fund Administrator, you will be responsible for providing professional administration services to a varied portfolio of clients.Main ResponsibilitiesAdminister a portfolio of entities, ensuring all activities fall within the guidelines/stipulations of the...

Job SummaryWe are seeking a skilled Trust Administration Specialist to join our team at Kleinwort Hambros. The successful candidate will be responsible for supporting the administration of a portfolio of Trust and Companies, maintaining client relationships, and providing a high-quality service to internal and external stakeholders.Key...

Residency5 years residency requiredEmployerAdvance Property Management LtdClosing date07 April 2024Reference56052ContractPermanentHoursFull TimeSalaryNegotiableWe are seeking a highly organised Property Administrator to join our small but busy team. Primarily supporting the Property Managers with their daily workload, this role would be suited to someone...