Julie Kleis

Julie kleis

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location of Julie KleisSt. Helier, St. Helier, Jersey
Followers of Julie Kleis872 followers
  • Timeline

  • About me

    Director , Fiduciary Specialist Team at RBC Trust Company (International) Limited

  • Education

    • Les quennevais school ,st brelade, jersey and hautlieu school , st helier ,jersey

      1978 - 1985
      O , a/o and a levels

      Activities and Societies: Debate Team

  • 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

    • 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.

  • Licenses & Certifications

    • Associate of the institute of bankers (trustee diploma)

      The chartered institute of bankers
      Sept 1992
  • Honors & Awards

    • Awarded to Julie Kleis
      named in Citywealths 's Future Leaders of Jersey list 2013 City Wealth Oct 2013