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Joe Lucas

Senior Manager - Employer Solutions Jersey 

Joe joined JTC following the acquisition of RBC cees in 2021.

Within Joe’s role, she is responsible for a diverse range of clients. Her portfolio ranges from smaller private companies with share awards for only senior executives, to fully listed public companies with a suite of differing share plans that extend to all employees.

Joe has over 30 years’ experience within financial services and specialises in the trusteeship of Employee Share Trusts and the administration of associated Employee Share Plans.

Prior to JTC, Joe worked at a well-reputable global bank, specifically within the share trust / plan arena.

Qualifications

  • ICSA Certificate in ESOPS
  • STEP International Diploma
  • BSC Hons Financial Services and Associateship degree

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