Salary £50,000 neg

An exciting opportunity has arisen for an experienced trust professional, or qualified accountant to join our Family Office in the Relationship Management team 

Relationship Manager based in Jersey, but the successful individual may also work for more than one Director and/or Partner within the department. This varied role involves close and regular interaction with clients and third parties of the Group as well as with internal departments and business units.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES

Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers

Develop and maintain relationships with internal departments/business divisions of the Group to effectively 

Support the business development/marketing efforts of the Group

Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their

opinions pertaining to the management of the clients affairs

Run clients affairs including preparing meeting documents, analysing performance of investments, valuing

investments; analysing costs

Ensure all transactions pertaining to the management of the clients affairs are executed timely, efficiently

and accounted for correctly

Obtain in-depth knowledge of our clients, their businesses and the family dynamics, maintain the client file with meeting notes, becoming familiar with the trust deed and entity structures

Approve payments, cash management, forex transactions

Review financial statements of client entities

Renegotiate existing loans with banks, negotiate new loans with banks

Review contracts between client entities and third parties

Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary

Understand and manage risk involved in administering structures ensuring internal procedures are adhered to and maintained

QUALIFICATIONS AND EXPERIENCE

Educated to degree level (or equivalent)

Relevant Professional qualification (e.g STEP, ACCA etc.)

3 5 years relevant post-qualification experience

SKILLS

Advanced Microsoft Excel, Word and PowerPoint skills

Excellent analytical and numeracy skills and a strong commercial awareness

Solid administration skills built up within a similar high net worth environment

Project Management Skills must have ability to manage numerous projects simultaneously

A sound understanding of financial markets, investment management and financial accounting gained through

practical experience and / or as part of a qualification / degree

Interpersonal skills necessary to develop deep understanding of clients needs

Ability to work well within a team where emphasis is on the team rather than the individual