Accounting & Finance

Private Client Trust Manager - Jersey

AP Group

Jersey · Nationwide · United Kingdom

Overview

In this role you lead a team of relationship managers and administrators while managing a portfolio of private client relationships within a bespoke, established firm. You will oversee offshore trust and company administration, ensuring high-quality service for High-Net-Worth Individuals and driving business development. This position combines people leadership, specialist administration, and client-facing excellence to support the firm’s family-office style offering. You will work closely with stakeholders to maintain discretion, reliability, and scalable service.

Responsibilities
  • Lead and oversee a team of relationship managers and administrators
  • Delegate, monitor, and control routine processing duties
  • Oversee offshore trust and company administration
  • Manage a portfolio of private client relationships
  • Deliver exemplary client service to High-Net-Worth Individuals
  • Identify and pursue business development opportunities
Key requirements
  • Relevant professional qualification (STEP, ICSA or ACCA)
  • In-depth knowledge and experience of offshore trust and company administration
  • Excellent organization and time management skills
  • Excellent communication, interpersonal and negotiation skills
  • Proven track record providing exemplary client service to HNWIs
  • Strong business development acumen
  • communication
  • interpersonal skills
  • negotiation
  • offshore trust administration
  • offshore company administration
  • high-net-worth client management

Reference: WJ-747_31160664

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