ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Assistant Manager, Private Clients (Jersey) Administration Responsibilities:

• Attending to client needs in a timely, professional manner and maintaining knowledge and control over assets and activities of trusts administered;

• To take responsibility for the administration of a varied portfolio of trusts, companies, foundations and/or other entities, keeping data maintained up to date and relevant;

• To prepare resolutions and minutes, arranging board meetings and presenting documents to management/directors for review;

• Incorporation of companies and establishment of trusts and foundations, obtaining fee quotes from lawyers for new structures, as appropriate;

• To deal with third party service providers as required and in a professional manner;

• To lead on transactional work including property purchases/sales and restructuring, using this as an opportunity to train junior members of the team on transactional work;

• To diarise and resolve action points raised by periodic reviews on a risk-based approach and timely manner and to monitor the progress of the junior team members in clearing action points;

• To assist with the completion of other compliance or regulatory matters in a timely manner;

• To lead in the client billing process in accordance with policies and procedures and collect receivables where due;

• To review WIP regularly with line management so that advanced discussions can be held with clients where work falls outside of the scope of fee arrangements and where appropriate, to assist in additional fee invoices being raised where work is out of scope;

• To work with compliance and management to ensure that all working practices are considered when developing and improving policies and procedures, identifying any risk controls improvements required;

• To accurately record time and to achieve a daily target of 80% billable time;

• To maintain a good understanding of local regulations and compliance requirements;

• To assist in the training and development (mentoring) of junior team members;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Other projects as assigned and other duties that may be deemed appropriate to this role;

• To introduce, develop and enhance relationships with intermediaries to expand corporate network maintaining the good reputation of the business; and

• To assist Management/Directors with new business opportunities.

Competencies:

• Good attention to detail;

• Strong time management and organisational skills;

• Excellent interpersonal skills and the ability to communicate effectively with clients, intermediaries and colleagues at all levels;

• Ability to work using own initiative and make decisions within the guidelines set by corporate policies and procedures;

• Ability to lead and be part of a team of professionals;

• Ability to work under pressure and meet deadlines;

• Awareness of compliance and regulatory obligations within financial services providers; and

• Good knowledge of the principal laws relevant to the Jersey financial services industry and in particular the Companies (Jersey) Law 1991, the Trusts (Jersey) Law 1984 and the Foundations (Jersey) Law 2009. Good familiarity with equivalent laws in other jurisdictions.

People Management Responsibilities:

• To effectively manage the operation of a team of administrators (x3) to ensure a positive and expeditious approach to all client work;

• In addition, Assistant Trust Managers will take a role in recruitment, Performance Development Reviews, manage absence and with support and guidance from HR, handle disciplinary and performance issues;

• To lead, develop and mentor subordinate team members and provide technical advice and support as required;

• To be a good role model and representative of the Fairway brand and values; and

• To manage KPIs.

Professional Qualifications and Minimum Relevant Experience:

• Should hold a “Table B” qualification;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• A minimum of 6 years’ trust and company administration experience exhibiting supervisory ability and leadership qualities; and

• Comprehensive understanding and good technical knowledge of TCB administration, legislative, compliance and regulatory requirements as well as an awareness of the tax implications of various structures.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Trainee Administrator, Private Clients (Jersey) Administration Responsibilities:

Trainee Trust Administrator is responsible for assisting with the establishing, maintaining and terminating trust/company structures, and may include some or all of the following functions:

• Maintaining accurate statutory records and updating computer database and electronic records;

• Checking trust deed provisions and requirements particularly in relation to capital and income distributions, loans, pledges, guarantees, investment/asset manager appointments and asset transactions to ensure compliance with the terms of the trust;

• To become familiar with and attain a working knowledge of the companies and trusts laws and regulatory requirements (in particular Jersey laws);

• Checking and reviewing company’s articles of association to ensure activity is compliant with its terms;

• Preparing and processing bank transfer instructions with the relevant checklist;

• Undertaking PEP and Initial reviews, together with assisting with the clearing of periodic review action points;

• Assisting the trust administrator to ensure that Trustee, Director and Shareholder meetings are held as necessary, with minutes and resolutions prepared;

• Providing administrative support to the team as required;

• Compliance with internal processes, guidelines and best practices according to regulatory requirements and company policy;

• Working within clearly defined processes with instruction, guidance and direction when required; and

• Other projects as assigned and other duties that may be deemed appropriate to this role.

Competencies:

• Attention to detail;

• Strong time management and organisational skills;

• Willingness to study for professional qualifications;

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels; and

• Ability to work under pressure and meet deadlines.

Professional Qualifications and Minimum Relevant Experience:

• No professional qualifications required – entry level position; and

• General competency in Microsoft Office e.g. Word, Excel, and Outlook.

Job description

a c c u r o . c om

R O L E Manager

R E P O R T I N G T O Associate Director

L O C A T I O N Jersey

R O L E S U M M A R Y The Manager will have solid experience in the trust and fiduciary industry and will be able to manage the delivery of activity and transactions for their portfolio, under the direction and oversight of their Associate Director / Client Director. The Manager will also oversee the work of more junior members of the team, delegate tasks and review performance. They may also have people management responsibilities.

K E Y R E L A T I O N S H I P S

Internally:

• Client Administration teams

• Senior colleagues in all Accuro jurisdictions and Group level roles

• Compliance teams

Externally:

• Intermediaries

• Clients

Q U A L I F I C A T I O N S Professionally qualified or studying towards a qualification (i.e., STEP or ICSA).

R O L E C L A S S I F I C A T I O N S

Trust Business Employee: B

K E Y R E S P O N S I B I L I T I E S

• Take responsibility for the administration of a portfolio of clients, while maintaining and developing relationships with new and existing clients

• Ensure all transactions are properly authorised and recorded with due regard to risk

• Manage trust and company portfolios which contain complex structures, and assets such as properties, investments portfolios, vehicles etc

• Ensure all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet, and that utilisation is chargeable to the client (and recoverable)

• Provide support, coaching and performance management to the team and ensure the Associate Director and/or Client Director are well informed and consulted

• Build and strengthen relationships with key clients and intermediaries and identify new ideas in relation to products and services which may be offered by the Company

Job description

a c c u r o . c om

• Ensure all business is conducted in accordance with the policies and

procedures of the Company and the rules, guidelines and expectations of

the local regulator

• Understand, embrace and practice Accuro’s culture and values

• Any other duties that may be reasonably required

C O R E S K I L L S A N D E X P E R I E N C E R E Q U I R E D

• People and leadership skills to include developing and mentoring of

others

• Strong client relationship management skills – understanding clients’

needs and wishes, and ensure long-term sustainable relationship is built,

being decisive for the clients

• Knowledge of all aspects of company and trust administration including

nuances and statutory requirements of the major offshore jurisdictions

used in connection with clients’ structures

• Regulatory knowledge – understanding of the rules, guidelines and

expectations of the local regulator (JFSC)

• Ability to identify and manage any relevant business risks

• Commercial mindset on the profitability of the client portfolios and the

evolution of the commercial relationship

• Ability to prioritise own workload and delegation to others to exceed client service delivery standards

• Self-motivated with excellent communication skills

• Strong analytical and problem-solving skills

• Methodical, thorough and attentive to detail

• Microsoft Office competency

• Business Central experience is advantageous

T H E A C C U R O V A L U E S

Our values guide our actions in everything we do.

In performing your role and when interacting with clients, colleagues and service providers you are expected to reflect and embody our core values as described below:

We take collective responsibility and accountability

• Driving joint delivery of client outcomes.

• Finding solutions, together.

• One global Accuro.

We are ambassadorial

Job description

a c c u r o . c om

• Positively and consistently representing our people and our services.

• Making a net contribution to our planet.

• Being a progressive organisation.

We engage in constructive challenge

• Upholding a culture that encourages us to question and welcome alternative ideas and

solutions.

• Assuming positive intent from each other.

• Striving to continuously improve ourselves and our business.

We are dynamic and insightful

• Being independent thinkers and thought leaders in our industry.

• Proactively embracing and responding to change.

• Delivering to high ethical and professional standards.

We build healthy and happy relationships

• Communicating effectively, with no ambiguity.

• Promoting understanding and collaboration with all stakeholders.

• Encouraging a respectful, inclusive, and dignified environment for all.

Job description

a c c u r o . c om

R O L E Administrator

R E P O R T I N G T O Manager / Senior Manager

L O C A T I O N Jersey

R O L E S U M M A R Y The Administrator will be supported and developed by the Manager, Senior Manager and/or Associate Director. Our Administrators will deliver standard processes and procedures, in line with Accuro procedures and using the Business Central system. Taking direction on the team and supported in their development. Our Administrators have a career progression path that will only be limited by their ambition and quality of their delivery.

K E Y R E L A T I O N S H I P S

Internally:

• Client Administration teams

• Senior colleagues in all Accuro jurisdictions and Group level roles

• Compliance teams

Externally:

• Intermediaries

• Clients

Q U A L I F I C A T I O N S May be interested in studying towards a professional qualification in the future and/or commencing their studies (i.e., STEP or ICSA).

R O L E C L A S S I F I C A T I O N

Trust Business Employee: C or B

K E Y R E S P O N S I B I L I T I E S

• Provide quality support to members of the team to include administering a

portfolio of clients

• Maintain and develop relationships directly with clients and third parties

• Ensure all business is conducted in accordance with the policies and

procedures of the Company and the rules, guidelines and expectations of the

local regulator

• Prepare and execute payments as and when required

• Draft minutes as requested by senior members of the team

• Draft statutory filing forms e.g. FATCA/CRS for the team

Job description

a c c u r o . c om

• Update and maintain client data in Business Central (client data base and

time recording software)

• Ensure all tasks are accurately recorded in timesheets, including clear

descriptions of work carried out

• Provide support to the onboarding activity for new clients and do whatever

it takes to ensure a high-quality client service experience

• Understand, embrace and practice Accuro’s culture and values

• Any other duties that may be reasonably required

C O R E S K I L L S A N D E X P E R I E N C E R E Q U I R E D

• Good technical knowledge of trust and company administration processes

• Knowledge and understanding of the regulatory environment in which the

trust and fiduciary business operates and application of this to working

practices

• Self-motivated and committed to delivering a high-quality service to clients

• Strong communication skills (verbal and written)

• Methodical, thorough and attentive to detail

• Good time management and prioritisation skills

• Able to build respectful and positive relationships with colleagues across the

business

• Curiosity to learn and improve skills

• Microsoft office competency

• Business Central experience will be an advantage

T H E A C C U R O V A L U E S

Our values guide our actions in everything we do.

In performing your role and when interacting with clients, colleagues and service providers you are expected to reflect and embody our core values as described below:

We take collective responsibility and accountability

• Driving joint delivery of client outcomes.

• Finding solutions, together.

• One global Accuro.

We are ambassadorial

• Positively and consistently representing our people and our services.

• Making a net contribution to our planet.

• Being a progressive organisation.

Job description

a c c u r o . c om

We engage in constructive challenge

• Upholding a culture that encourages us to question and welcome alternative ideas and

solutions.

• Assuming positive intent from each other.

• Striving to continuously improve ourselves and our business.

We are dynamic and insightful

• Being independent thinkers and thought leaders in our industry.

• Proactively embracing and responding to change.

• Delivering to high ethical and professional standards.

We build healthy and happy relationships

• Communicating effectively, with no ambiguity.

• Promoting understanding and collaboration with all stakeholders.

• Encouraging a respectful, inclusive, and dignified environment for all.

Trust Officer Published: 27 March 2023

Job title Trust Officer

Department Private Wealth

Employment type Permanent

Employment status Entitled / Entitled to work

Reporting To Senior Manager – Private Wealth

Role Summary This role will be responsible for the effective and efficient administration of a portfolio of

more complex structures, dealing with clients & intermediaries on a daily basis, reporting

to the team manager to pro-actively develop and build solutions to meet client needs and

grow long term relationships.

Key Responsibilities • To ensure that the client is delivered the best possible service by the Wealth

Structuring Group within the reasonable limitations of the agreed policies and

procedures.

• To be a constructive part of the Wealth Structuring Team.

• To provide excellent service through building and maintaining long term

relationships.

• To optimise client potential and deliver a consistent, seamless client experience.

• To provide advice to clients ensuring the clients needs are met.

• To demonstrate and promote VG's core values as detailed below.

• Update, scan, file and archive records as necessary to comply with VG’s record

retention policies

• Respond to internal communications concerning matters affecting the operation

of any aspect of VG’s business in a timely manner

• Contribute towards the successful delivery of remediation and other projects

approved by the SEG, be that by way of constructive feedback, membership of

working parties, research and delivery of information not readily available from

VG’s systems and/or the performance of data input or other administrative tasks

Where responsible for the administration of a client entity establish, maintain and fulfil

actions recommended by diary entries for tax filings and advice updates, asset

performance reviews, agents, attorneys or delegated functionary performance reviews,

quarterly client calls, financial account production deadlines, fee settlement discussions

or chasers, quarterly nominal ledger requests for externally bookkept entities, CDD

review and updates, breach/complaint/error remediation, client money reviews fee

reviews and increases and any other future actions required by VG procedures or

necessary for the efficient administration of client entities.

Our Core Values: VG's Core Values are the corner stone of our business, they have helped us to grow and

develop our business as well as giving us goals to which to aspire. These core values are

qualities that define the way by which we work. By having our values clearly defined, we

aim to continue to be successful whilst retaining the company's culture and talent.

Excellence: Constantly looking for ways to do things better, faster or more efficiently.

Integrity: Listening to, understanding and taking into account the needs of others.

Caring: Doing the right thing for clients, staff and shareholders.

Responsibility: Working seamlessly together to achieve more than we could do alone.

Partnership: Accepting the part we have to play in making VG a successful business for

all its stakeholders.

Positivity: Taking opportunities or tackling problems with conviction and with a smile

Business Development: To be an enthusiastic part of the Wealth Structuring Team by identifying and maximising

opportunities.

Risk: You will make known to the Managing Director and the Director in charge of the Wealth

Structuring Group all matters involving, litigation, potential litigation, claims, potential

claims, complaints and potential complaints against the company and matters which under

regulations need reference to our approval from directors i.e. fraud, drug trafficking; matters

for which no formal guidelines are laid down and matters which fall under the general

description "policy matters".

You will manage designated companies and trusts in accordance with the agreed procedures and in the spirit of risk mitigation and to be open and transparent when matters arise which give concerns. You will keep abreast of regulatory and control issues affecting VG.

Data Integrity: Ensure integrity of data is maintained at all times.

Self Development: Maintain minimum number of CPD hours and with the Manager and Senior Manager of the

Wealth Structuring Group prepare a Personal Development Plan ("PDP").

Regulatory: To keep up to date with regulatory and control issues affecting VG

Compliance: Maintain an awareness and comply with all Anti Money Laundering laws, regulations,

policies and procedures relevant to VG

Comply with all policies and procedures relevant to the job.

Core Competencies: Knowledge:

• Specialist Skill - Acquires and develops the specialist and technical knowledge

and skill to perform the role on an ongoing basis within the changing environment

of the Finance Industry.

• Business Knowledge and Contribution - Understands the broader business

environment in which they work.

• Risk Management - Identifies and manages risk within their area/s and highlight

these to the Manager/Senior Manager in the Wealth Structuring Group.

• Project Management - Monitors work plans for themselves to ensure that work is

completed in a controlled and efficient manner.

• Knowledge Management - Uses, develops and assists the Wealth Structuring

Group to implement systems and processes which enables themselves and their

colleagues to capture and distribute up to date, accurate and readily accessible

knowledge and information.

Interpersonal:

• Delivering Results - Effectively manages one's time and resources to ensure that

objectives are achieved efficiently and on time.

• Serving our Clients - Provides clients with the products, services and solutions to

suit their changing needs ensuring that they are based on sound business

principles.

• Communication - Effectively applies verbal, non-verbal and written

communication methods.

• Teamwork - Understands team dynamics and uses a flexible interpersonal style

to contribute to the effective functioning of the team and to the completion of team

goals.

• Building Relationships - Develops and maintains on going working relationships,

networks and partnerships to help achieve business goals through others.

Personal:

• Being Proactive - Strives to say ahead by anticipating rather than reacting;

ensuring that their actions are always carefully considered.

• Resilience - Has confidence in their ability to achieve ambitious goals and

celebrates success; never allows themselves to become arrogant.

• Problem Solving Style - Identifies, clarifies/defines and works through challenges

towards a defined outcome.

• Personal Accountability - Takes full responsibility for their actions and the impact

that you have on others; self-driven with a desire to continually grow and improve

on their performance.

• Valuing Diversity - Demonstrates dignity of all people. Respects others and what

VG stands for. Recognises that there are corresponding obligations associated

with individual rights.

Professional Qualifications and Minimum Relevant Experience:

• Ability work under own initiative.

• Ability to communicate effectively with clients and colleagues.

• Able to work under pressure and to tight deadlines.

• Relevant professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal

qualification.

• Extensive experience of Institutional clients.

• Sound knowledge of regulatory framework.

• Understanding of applicable trust and company regulations and establishment

procedures.

• Strong organisational and time management skills.

• In association with the Manager/Senior Manager of the Wealth Structuring

Department have the ability to interpret client needs and identify appropriate

sources of information or experience to formulate structures to meet client

requirements.

• 4 years’ minimum experience of Finance Industry Business (Essential).

Reporting Relationships:

Position in department: The job holder will report to the Manager - Wealth Structuring

Group from whom guidance and assistance should be sought at all times.

Relationship with other departments: You will have dealings with other departments

within the company and will in those dealings represent the Wealth Structuring

Group. Therefore a professional and helpful approach should be adopted at all times.

Relationships with external contacts: External auditors re statutory audits and/or any party as a key business introducer.

Confidentiality: All and any information concerning the practice, business dealings and affairs of VG and

Voisin (together or separately, the "Company") and each and every one of its clients, which

may come to an Employees knowledge by reason of employment and this includes

information as to the identity and affairs of clients must remain confidential and is not to be

discussed outside of the office.

Any breach of this term during the course of employment will be regarded as a fundamental

breach and may lead to instant dismissal and the Company reserves the right to take

whatever legal action it may deem appropriate.

Other Matters: During the employees employment with VG, the employee may be required to complete ad

hoc tasks as and when necessary.

The post holder will be expected to undertake study and will be required to obtain the

relevant professional qualifications to further their professional development.

The non-contractual benefits stated within the above and any offer or contract of employment are subject to change from time to time and at the discretion of VG. For details of the legal and regulatory status of VG, please visit www.vg.je.

Sign Date

Senior Trust Officer Published: 1 July 2024

Job title Senior Trust Officer

Department Private Wealth

Employment type Entitled / Entitled to work

Employment status Permanent

Reporting To Associate Director / Manager – Private Wealth

Role Summary This role will be responsible for the effective and efficient administration of a portfolio of more complex structures, dealing with clients & intermediaries on a daily basis, reporting to the team manager to pro-actively develop and build solutions to meet client needs and grow long term relationships.

Key Responsibilities 1. To ensure that the client is delivered the best possible service by the Wealth

Structuring Group within the reasonable limitations of the agreed policies and

procedures.

2. To be a constructive part of the Wealth Structuring Team.

3. To provide excellent service through building and maintaining long term

relationships.

4. To optimise client potential and deliver a consistent, seamless client experience.

5. To provide advice to clients ensuring the clients needs are met.

6. To demonstrate and promote VG's core values as detailed below.

7. Update, scan, file and archive records as necessary to comply with VG’s record

retention policies

8. Respond to internal communications concerning matters affecting the operation

of any aspect of VG’s business in a timely manner

9. Contribute towards the successful delivery of remediation and other projects

approved by the SEG, be that by way of constructive feedback, membership of

working parties, research and delivery of information not readily available from

VG’s systems and/or the performance of data input or other administrative tasks

10. Where responsible for the administration of a client entity establish, maintain and

fulfil actions recommended by diary entries for tax filings and advice updates,

asset performance reviews, agents, attorneys or delegated functionary

performance reviews, quarterly client calls, financial account production

deadlines, fee settlement discussions or chasers, quarterly nominal ledger

requests for externally bookkept entities, CDD review and updates,

breach/complaint/error remediation, client money reviews fee reviews and

increases and any other future actions required by VG procedures or necessary

for the efficient administration of client entities.

Skills, knowledge, competencies and expertise:

Knowledge:

• Specialist Skill - Acquires and develops the specialist and technical knowledge and skill to perform the role on an ongoing basis within the changing environment of the Finance Industry.

• Business Knowledge and Contribution - Understands the broader business environment in which they work.

• Risk Management - Identifies and manages risk within their area/s and highlight these to the Manager/Senior Manager in the Wealth Structuring Group.

• Project Management - Monitors work plans for themselves to ensure that work is completed in a controlled and efficient manner.

• Knowledge Management - Uses, develops and assists the Wealth Structuring Group to implement systems and processes which enables themselves and their colleagues to capture and distribute up to date, accurate and readily accessible knowledge and information.

Interpersonal:

• Delivering Results - Effectively manages one's time and resources to ensure that objectives are achieved efficiently and on time.

• Serving our Clients - Provides clients with the products, services and solutions to suit their changing needs ensuring that they are based on sound business principles.

• Communication - Effectively applies verbal, non-verbal and written communication methods.

• Teamwork - Understands team dynamics and uses a flexible interpersonal style to contribute to the effective functioning of the team and to the completion of team goals.

• Building Relationships - Develops and maintains on going working relationships, networks and partnerships to help achieve business goals through others.

Personal:

• Being Proactive - Strives to say ahead by anticipating rather than reacting; ensuring that their actions are always carefully considered.

• Resilience - Has confidence in their ability to achieve ambitious goals and celebrates success; never allows themselves to become arrogant.

• Problem Solving Style - Identifies, clarifies/defines and works through challenges towards a defined outcome.

• Personal Accountability - Takes full responsibility for their actions and the impact that you have on others; self-driven with a desire to continually grow and improve on their performance.

• Valuing Diversity - Demonstrates dignity of all people. Respects others and what VG stands for. Recognises that there are corresponding obligations associated with individual rights.

Professional Qualifications and Minimum Relevant Experience:

• Ability to work under own initiative.

• Ability to communicate effectively with clients and colleagues.

• Able to work under pressure and to tight deadlines.

• Relevant professional qualification e.g. ICSA, ACA, ACIB, STEP or hold a legal qualification.

• Extensive experience of Institutional clients.

• Sound knowledge of regulatory framework.

• Understanding of applicable trust and company regulations and establishment procedures.

• Strong organisational and time management skills.

• In association with the Manager/Senior Manager of the Wealth Structuring Department have the ability to interpret client needs and identify appropriate sources of information or experience to formulate structures to meet client requirements.

• 6 years’ minimum experience of Finance Industry Business (Essential).

Our Core Values: VG's Core Values are the corner stone of our business, they have helped us to grow and

develop our business as well as giving us goals to which to aspire. These core values are

qualities that define the way by which we work. By having our values clearly defined, we

aim to continue to be successful whilst retaining the company's culture and talent.

Excellence: Constantly looking for ways to do things better, faster or more efficiently.

Integrity: Listening to, understanding and taking into account the needs of others.

Caring: Doing the right thing for clients, staff and shareholders.

Responsibility: Working seamlessly together to achieve more than we could do alone.

Partnership: Accepting the part we have to play in making VG a successful business for

all its stakeholders.

Positivity: Taking opportunities or tackling problems with conviction and with a smile

Business Development: To be an enthusiastic part of the Wealth Structuring Team by identifying and maximising

opportunities.

Risk: You will make known to the Managing Director and the Director in charge of the Wealth Structuring Group all matters involving, litigation, potential litigation, claims, potential claims, complaints and potential complaints against the company and matters which under regulations need reference to our approval from directors i.e. fraud, drug trafficking; matters for which no formal guidelines are laid down and matters which fall under the general description "policy matters". You will manage designated companies and trusts in accordance with the agreed procedures and in the spirit of risk mitigation and to be open and transparent when matters arise which give concerns. You will keep abreast of regulatory and control issues affecting VG and the Trust & Company Industry.

Data Integrity: Ensure integrity of data is maintained at all times.

Self-Development: Maintain minimum number of CPD hours and with the Manager and Senior Manager of the Wealth Structuring Group prepare a Personal Development Plan ("PDP").

Regulatory: To keep up to date with regulatory and control issues affecting VG.

Compliance: Maintain an awareness and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to VG. Comply with all policies and procedures relevant to the job.

Reporting Relationships:

• Position in department: The job holder will report to the Manager - Wealth Structuring Group from whom guidance and assistance should be sought at all times.

• Relationship with other departments: You will have dealings with other departments within the company and will in those dealings represent the Wealth Structuring Group. Therefore a professional and helpful approach should be adopted at all times.

• Relationships with external contacts: External auditors re statutory audits and/or any party as a key business introducer.

Confidentiality: All and any information concerning the practice, business dealings and affairs of VG and Voisin (together or separately, the "Company") and each and every one of its clients, which may come to an Employees knowledge by reason of employment and this includes information as to the identity and affairs of clients must remain confidential and is not to be discussed outside of the office. Any breach of this term during the course of employment will be regarded as a fundamental breach and may lead to instant dismissal and the Company reserves the right to take whatever legal action it may deem appropriate.

Other Matters: During the employees employment with VG, the employee may be required to complete ad hoc tasks as and when necessary. The post holder will be expected to undertake study and will be required to obtain the relevant professional qualifications to further their professional development.

The non-contractual benefits stated within the above and any offer or contract of employment are subject to change from time to time and at the discretion of VG. For details of the legal and regulatory status of VG, please visit www.vg.je. Sign Date

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Assistant Manager/Manager, Client Services (Private Wealth) We have a new opportunity to join our growing Private Wealth team, who manage a niche portfolio of UHNW clients.

You'll be taking on specific responsibilities for managing a complex client structure and providing support to colleagues on the existing portfolio of clients and other new business opportunities. The type of structures you will be involved with will include discretionary Trusts, Foundations and Private Trustee Companies.

This is an exciting opportunity for those who value and have a track record of delivering excellent client service. Get in touch with us today to find out more.

About the role

• Administer and take responsibility for a portfolio of ultra-high net worth client(s) in the provision of corporate and fiduciary services and ensure that client relationship(s) and transactions are managed effectively and to a high standard

• Act as a role model to all Governance Services employees and assist in developing a team who act in accordance with the firm's values and in parallel to the law firm service levels

• Demonstrate you have an understanding of the transactions you are working on, provide technical support and training to team members as and when required. Be able to present work in a methodical, timely and complete manner for formal trustee and director consideration

• Keep the senior manager and client service director, as required, fully informed on key matters and actions/decisions to be considered and taken relevant to the transactions you are working on

• Ensure client expectations are properly managed and valuable relationships are nurtured so as to maximise the reputation of the team in the market place and the potential for repeat work and referrals

• Assist with the effective management of the day-to-day activities of the team to include timely processing of work, meeting transactional and internal procedural deadlines.

• Delegate appropriately on team to make the best use of the resources for a valued client service. Ensure consistent high quality service levels are adhered to across the portfolio of clients and deal swiftly with any identified issues, keeping your line manager and client service director, as required, regularly informed

• Be familiar and act at all times in accordance with the firm's policies and procedures with the ability to identity gaps in knowledge or processes and take appropriate action

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Collaborate with the firm's Risk and Compliance team, ensuring all client due diligence is processed accurately and client reviews are up to date and keeping abreast of all relevant regulatory changes and industry standards

• Assist with the ongoing quality control of data input and maintenance within the corporate services practice management database, ensuring data is updated or added in a timely manner

About you

• Private client/wealth experience in administering and managing similar structures • Have proven industry experience and hold a relevant professional qualification such

as STEP and ICSA/CGI or be working towards a recognised qualification • Good working knowledge of Microsoft desktop software and specialist legal industry

software i.e. Document Management Systems and Viewpoint • You to demonstrate initiative, be proactive, accurate and well-organised • Good communication and interpersonal skills are essential, together with the ability to

build relationships both with internal colleagues, client contacts and intermediaries, working as a part of a dynamic and pro-active team to achieve a common goal

• You to be an active and participating team player and not someone who prefers to work on their own most of the time

Officer, Relationship Support, CBB

J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Officer, Relationship Support, Corporate and Business Banking Recommended Position Title: Officer, Relationship Support, CBB Country / BU Applicability: Job Code: 60052233 Job Family: Business & Commercial Banking Sub-function: Commercial Clients (SA)

JOB PURPOSE To provide general administrative support to the Relationship Managers, while ensuring that an exceptional service is delivered at all times producing a favourable client experience and maintaining a high level of integrity and ethical standards, within defined compliance and risk parameters.

JOB FUNCTIONS

Essential Functions

Address client’s queries/requests timeously, monitoring their progress to ensure they are resolved/addressed by acting as a liaison between clients and internal departments and providing accurate and timely administrative support to relationship managers, to provide seamless experience to clients. Ensure accurate information is loaded onto the system and provided to the Manager or others in the team when need be or upon request. Follow all relevant departmental policies, processes, standard operating procedures, service levels and instructions so that work is carried out in a controlled and consistent manner while ensuring compliance with applicable regulations and legislation. Foster a collaborative and client-focused relationship with all internal stakeholders to deliver solutions that effective, pragmatic, and risk appropriate. Liaise with other internal business areas to ensure the timely processing of all transactions so as to provide the highest levels of service to clients. Maintain proper record keeping within the Bank’s systems by conducting weekly updates, periodic maintenance of assigned databases, spreadsheet and client account information in an accurate manner to facilitate ease of data retrieval to ensure that the integrity of all data can be relied on. Provide administrative support to the relationship managers including but not limited to completion of application for account opening, registration for internet banking and client access, review and investigation of payments with other departments and preparation of any relevant documentation. Respond to routine customer enquiries, queries and requests with speedy and accurate feedback to help maintain positive relationships with clients. Support the relationship managers in improving productivity and turnaround times. Work closely with Relationship Managers in the on-boarding of new clients, ensuring adherence to Compliance guidelines, strategy and policy while meeting the expectations of the client and liaise as necessary with the onboarding operations team to ensure a positive client experience.

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

Secondary/High school/A levels/Matric

Not applicable Required

Diploma Banking Preferred Diploma Finance and Accounting Preferred

Work Experience

Experience Experience Details Required/ Preferred

1-2 years The role requires relevant experience in a banking environment. Required

Total number of years' experience 1 year

Behavioural Competencies - Essential

Behavioural Competency Description

Conveying Self-Confidence Is self-assured and projects inner confidence; is confident and determines own future; values own contributions

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Examining Information Analyses and processes information; asks probing questions; strives to find solutions to problems

Inviting Feedback Is receptive to feedback and acknowledges criticism; open to critique and critical thinking; gathers feedback from others

Managing Tasks Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks

Producing Output Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output

Providing Insights Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements

Resolving Conflict Is comfortable calming upset people; handles angry individuals well; is focused on resolving conflict and arguments

Showing Composure Stays calm and relaxed during events; is not worried and tolerates stress levels; is composed in dealing with pressure

Team Working Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision- making

Thinking Positively Is optimistic and positive; recovers easily from setbacks and obstructions; is jovial and projects cheerfulness

Understanding People Shows empathy and compassion; attends and listens to people; is attentive and understands the motivation in others

TECHNICAL COMPETENCIES Competency Group Business Banking

Competency Level Competency Description

Account Opening & Maintenance

1. Basic Understands and applies account application and submission processes and related activities.

Customer Understanding (Business Banking)

1. Basic The ability to analyse customer needs by engaging with them, analysing their business objectives and their financial position.

Competency Level Competency Description

Product Knowledge (Business Banking)

1. Basic Knowledge and understanding of the features, benefits and pricing of the products and services on offer to Business Banking customers.

Competency Group Consumer Banking

Competency Level Competency Description

Attitude of Customer Experience 1. Basic Within the Standard Bank Customer Experience Framework, the ability to represent the values of Standard Bank, take ownership and show passion for customer service.

Banking Process & Procedures 1. Basic Sound knowledge of the Bank's laid down policies and procedures as it relates to the processing of customer transactions.

Client Servicing 1. Basic The ability to respond to client requirements, queries and complaints and log order entries into relevant company system.

Competency Level Competency Description

SCOPE

People Management:

# Direct Resources Managed # Indirect Resources Managed

Individual Contributor

Managerial Archetype

Contact with Others

Contacts Description

Proactively build and manage relationships with key internal stakeholders in operations, investment, risk, compliance and on-boarding. The role engage with clients, intermediaries and occasionally with their professional advisors (lawyers, accountants) to ensure that their requirements are met and resolving their queries as effectively as possible.