Senior Trust Manager for Private Client Portfolios

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...

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...

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 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...

Residency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior 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...

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...

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...

**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...

Job DescriptionWhat’s In It For YouCompetitive salaryAnnual Salary ReviewsHybrid WorkingFlexible working hoursPension Private medical insuranceDental planLife assuranceIncome protection & Critical illnessPurpose of the JobTo provide professional trust and company administration services to a varied portfolio of clients in Private Client, and at all times...

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...

Job Description To assist with the efficient and profitable administration of a number of trusts and companies allocated to the team through managing. Specifically responsible for the comprehensive administration of trusts and companies under their charge, usually of a more complex nature and the supervision of junior members of the team.  ...

Residency5 years residency NOT requiredEmployerApex GroupClosing date22 April 2024Reference56271ContractPermanentHoursFull TimeSalaryNegotiableJob title: Manager, Private Equity Department: Private Equity Apex is looking for a Manager within its Private Equity team to have responsibility for the accounting and financial reporting of a portfolio of...

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...

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 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...

Company Overview:Apex Group is a leading provider of corporate services, specializing in fund administration and private equity services.Salary:$100,000 - $150,000 per annum, depending on experience.Job Description:The Senior Private Equity Fund Accountant will be responsible for managing the day-to-day fund accounting and financial reporting services to a...

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**: **Responsibilities (how we will measure success)** - Perform a wide variety of Trust...

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...