Stacey Iddon

Experience

• 

  RBC Wealth Management

  Jan 2008 - now

  Managing the onboarding and exits of our private client book as part of the wider Client Lifecycle Management process within Client Services Support for WMI client base. Since January 2016, working within the Structure Administration On-boarding and Closures section of the fiduciary services sector of RBC Wealth Management, and in-turn acting as a people manager of a team of 7 located in Jersey and Guernsey. Secondment to Grand Cayman to assist fiduciaries with the day to day administration of high net worth private clients. Working in the Private Client Fiduciary Services division, actively administrated a portfolio of high net worth clients with a country nexus of South Africa, Kenya and Zimbabwe, with tax resident / non-dom status largely in the UK.

  • Senior Manager - Client Services Support

    Sept 2022 - now

  • Manager - Client Set Up, Client Services Support

    Feb 2018 - Aug 2022

  • Senior Associate

    Aug 2016 - Feb 2018

  • Associate

    Apr 2015 - Aug 2016

  • Trust Officer - Secondment to Grand Cayman

    Oct 2014 - Apr 2015

  • Senior Officer --> Supervisor

    Jan 2008 - Oct 2014