We're looking for an individual with at least three years' experience in managing a portfolio of clients including trusts and companies to join our Private Wealth & Corporate Services office in Jersey.
Your duties will include:
- Liaising with investment advisors asset managers and other third parties
- Assisting in developing new business opportunities
- Undertaking bookkeeping entries
- Assessing and managing risk situations to avert potential risk issues
You'll have a proven track record in client relationship management excellent communication and writing skills. You'll also have a knowledge of compliance issues and the regulatory framework within which Praxis operates.
Five years' Jersey residency required for this role as required by Control of Housing and Work (Jersey) Law 2012.