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Private Client & FBWS, Senior Client Officer, CI

Apply now Job no: 529504
Work type: Full time
Location: Jersey - Saint Helier
Categories: Management, Administration, Client Relationship Management, Private Equity and Real Estate
Office Location: Jersey

 

 

The primary focus of the role will be:

  • Administer a portfolio of structures with timeliness and efficiency, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder
  • Identify and raise technical issues and potential problems with Line Manager
  • Undertake a variety of banking, investment and financial transactions within the limits of the job holders authority
  • Attend client meetings and prepare clear and concise meeting notes
  • Provide technical assistance to the administrators within the team
  • Meet productivity and input timesheet daily
  • Control debtors to the level determined by Line Manager
  • Be able to demonstrate and awareness of risk management
  • Meet CPD target
  • Develop existing client/intermediary relationships including seeking opportunities for cross-selling TMF Group products and services

Candidate Profile:

  • Category B employee
  • Has 3 years relevant experience AND holds a “table 4” professional qualification as defined by the JFSC, OR
  • Has 5 years relevant experience AND holds a “table 5” professional qualification as defined by the JFSC. 
  • Good technical knowledge of trust & corporate administration, investment and tax issues
  • Able to supervise/mentor trainee and/or administrators
  • Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook).
  • Fluent in both written and spoken English.

 

Make an impact

Our global presence in more than 80 countries allows you to impact how global and diverse clients do business as well as give back to the global communities we operate in

Be part of One TMF

At TMF Group, it’s our people who make us who we are. Our company thrives on entrepreneurial spirit and is full of proactive people who combine enthusiasm with responsibility and accountability.

A world of opportunity

Regardless of where you are in your career, TMF Group opens a world of opportunity where you will be part of our team and is supported in your global career journey.

Advertised: GMT Daylight Time
Applications close: GMT Daylight Time

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