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Rebecca Lee

Senior Manager - Private Client Services

Rebecca joined JTC in 2024 as a senior manager in JTC’s Private Client Services division in Guernsey.

Rebecca is responsible for a portfolio of high and ultra-high net worth individuals providing technical assistance and support for all private client matters.

After graduating from university in 2004, Rebecca joined RBC and started her career in trust and company management where she dealt with high-net-worth multi asset structures and intermediaries.

Over the next 14 years, Rebecca worked for a number of large offshore private wealth service providers where she managed private wealth structures for ultra-high net worth clients based in multiple jurisdictions with diverse asset classes. Before joining JTC, Rebecca worked for Zedra working within the internal business operations team where her role focused on monitoring and reporting on internal risk considerations, supporting the production of policies and procedures and managing third-party intermediary relationships.

Qualifications

  • BA Hons Fine Art
  • STEP (Full TEP member)
  • Advanced Certificate in Trust Disputes
  • ILM Level 5 Certificate in Leadership and Management

In Their Spare Time

With three springer spaniels and two sons, spare time is in short supply however when time allows, Rebecca can be found baking, socialising with friends and family or relaxing on the beach or in Herm with her sons and husband.

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