Private Client Trust Manager – Jersey

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

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