10 Jun 2020

Director

Ref 33065

This is an opportunity to join a multi-disciplined team providing clients with leading fiduciary solutions. Our client is looking for a professional individual with excellent communication skills, business acumen and a client focus, alongside the core technical skills.

The desired Trust & Fiduciary Experience and Capabilities include:

  • Managing client relationships at Director Level and supporting Associate Director and Guernsey Fiduciary Team. 
  • Experience of Employee Share Ownership Trusts, Employee Share schemes and related tax. 
  • Experience / knowledge of Ord Shares, Hedge Funds, Investment Trusts and OEICs.
  • Working with Head of Share Plans to drive business development initiatives and advocating the business in the marketplace.  This would include some travel and developing a network of industry colleagues and professional intermediaries. 
  • Experience of Employee Share Ownership Trusts, Employee Share schemes and related tax. 
  • Convening daily Trustee meetings for client managed entities, reviewing Trust accounts, Trustee resolutions, using online banking and trading platforms. 
  • Acting as Director on client entities (MTCs) and an “A” Signatory.

Trust or Accounting Qualifications that would support the role include the following:

  • STEP (Society of Trust and Estate Practitioners)
  • ICSA (The Governance Institute)
  • ACCA, ACA, FCCA.

 

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