Closing Case Officer

  • Senior
  • Jersey
  • Negotiable GBP / Year


Job Description

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We are seeking a highly motivated individual to join a prestigious private bank in St Helier, Jersey as a Closing Case Officer. This role is ideal for someone who is passionate about wealth management and has a good understanding of fiduciary responsibilities.

As a Closing Case Officer, the successful candidate will be responsible for managing the closure processes for various trusts and companies aligned with regulatory compliance standards. They will oversee all aspects related to dissolution or transfer out operations ensuring that due diligence procedures are thoroughly reviewed. The Candidate will collaborate closely with internal teams and external stakeholders such as beneficiaries to ensure that the closure process runs smoothly. To be successful in this role, the ideal candidate must have a high level of professionalism, collaboration skills, and an innovation focus. Legal/regulatory knowledge is also essential.

This Client offers a dynamic and supportive work environment, along with opportunities for career growth and development. If you are up for the challenge, apply today and join our team of dedicated professionals.


More information about this role is available upon request – contact the team today for further details.

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