Julie Kleis

Julie Kleis is a Director in the Fiduciary Specialist Team for RBC Wealth Management’s trust and fiduciary business.

Based in Jersey since joining RBC in 1990, Julie has responsibility for a portfolio of high-net-worth and ultra-high-net-worth clients, managing their affairs through a broad range of fiduciary structures, including trusts, companies, foundations and private trust companies.

Julie is part of a team that has responsibility for identifying and developing new opportunities for the trust and fiduciary business, with particular focus on clients connected to the US, Canada and Asia. She also has experience in servicing the needs of clients from the UK. In addition, Julie provides technical and specialist trust support to her non-fiduciary colleagues, whose clients have a need to use fiduciary structures for robust estate planning as part of their broader wealth management.

Born and educated in Jersey, Julie is an Associate of the Chartered Institute of Bankers (Trustee Diploma), a Member of the Society of Trust and Estate Practitioners, and Associate of the Chartered Institute of Securities & Investment.

Outside of work, Julie enjoys skiing, surfing, golf, padel, cooking and travelling with her family.