Trust Portfolio Manager

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...

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...

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...

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...

Residency5 years residency NOT requiredEmployerApex GroupClosing date22 April 2024Reference56272ContractPermanentHoursFull TimeSalaryNegotiableTrust Manager - Personal Trusts Role Purpose To manage a varied portfolio of UK trusts, and deal with estate administration. Competently and autonomously manage a portfolio of trusts and estates and have client...

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...

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...

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 requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55686ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Maintain Client Relationships. Provide a...

Residency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55688ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Maintain Client Relationships. Provide a...

Job Description: To efficiently manage the administration of trusts and company structures allocated to the team, with a focus on comprehensive administration of complex vehicles. Key Responsibilities: Assist in the administration of trusts and company structures, ensuring compliance with regulatory requirements. Provide comprehensive...

Job Description To assist with the efficient and profitable administration of a number of trusts and company structures allocated to the team. Specifically, responsible for the comprehensive administration of complex vehicles under their charge. Qualifications Minimum Qualifications Diploma: Finance or Accounting Experience Required Wealth...

About Our Company">Alter Domus is a global leader in fund administration services, proudly serving 85% of the top 30 asset managers in the alternatives industry and over 5,000 professionals worldwide.Our team is dedicated to delivering exceptional service and creating a unique work environment where you can progress on merit, communicate openly with your...

Cititrust (Jersey) Limited provides a wide range of personal Trusts and estate management services to UHNW clients of Citibank Private Bank. Cititrust (Jersey) Limited is part of a global fiduciary business with trust companies around the world that are integrated by both management, systems and responsible for the global business strategy and delivering...

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...

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...

Residency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55713ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a...

Residency5 years residency NOT requiredEmployerApex GroupClosing date21 April 2024Reference56257ContractPermanentHoursFull TimeSalaryNegotiableApex are looking for an Assistant Manager, responsible for the provision of administrative support and relationship management to a client portfolio. Working closely with a Manager to provide quality and efficient...

**Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description** Senior Officer, Private Wealth** **Office**: Jersey - Gaspé House - In order to fulfil...

Company OverviewAt Standard Bank Group, we believe that our people are our greatest asset. As a leading financial services group in Africa, we strive to create a thriving environment where you can bring your whole self to work and pursue your dreams.About the RoleThe successful candidate will be responsible for the comprehensive administration of complex...