Julie Kleis

Experience

• 

  Kleinwort Benson (Channel islands) limited

  Sept 1985 - Apr 1988

  Trust Officer

  Julie entered the finance industry in 1985 and worked for a prominent trust company before joining RBC in 1990. In her previous position she undertook trust and company administration of a wide range of structures from a range of different jurisdictions

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  RBC Wealth Management

  Jul 2010 - Nov 2015

  Private Client Associate Director

  I was responsible for establishing and administering structures for HNW individuals from a broad range of jurisdictions with particular focus on the Middle East,Canada and the UK

• 

  RBC Trust Company (International) Limited

  Nov 2015 - now

  Director , Fiduciary Specialist Team

  I specialize in establishing and administering trust and fiduciary structures for high net worth individuals and their families, with particular focus on those connected to the Middle East or North Africa. I also have experience in servicing the wealth management and estate planning needs of clients from the UK and Canada.