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.
We aim to view and assess all applications as soon as we can, but please note that we may not be able to get back to you until after the closing date. We do encourage you to apply well in advance to ensure your application is received and we are able to meet with you as soon as possible if you are successful.
Applying with a disability
We are committed to ensuring a great experience for colleagues with a disability. Should you be successful after the initial application stage, please discuss any adjustments that you may require with your recruitment contact.
Commitment to diversity
We want you to bring your full self to work and maximise your potential. Praxis is a place where everyone can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.