Purpose of the role:
You will be taking on specific responsibilities for managing a complex client structure and providing support to colleagues on the existing portfolio of clients and other new business opportunities.
Responsibilities:
- Administer and take responsibility for a portfolio of ultra-high net worth clients in the provision of corporate and fiduciary services and ensure that client relationships and transactions are managed effectively and to a high standard
- Demonstrate you have an understanding of the transactions you are working on, provide technical support and training to team members as and when required. Be able to present work in a methodical, timely and complete manner for formal Trustee and Director consideration
- Keep the Manager and Client Service Director, as required, fully informed on key matters and actions/decisions to be considered and taken relevant to the transactions you are working on
- Assist with the effective management of the day-to-day activities of the team to include timely processing of work, meeting transactional and internal procedural deadlines
- Delegate appropriately on team to make the best use of the resources for a valued client service
Skills required:
- Private client/wealth experience in administering and managing similar structures (preferred but not essential)
- Have proven industry experience and hold a relevant professional qualification such as STEP and ICSA or be working towards a recognised qualification
- Demonstrate initiative, be proactive, accurate and well-organised
- Good communication and interpersonal skills are essential, together with the ability to build relationships both with internal colleagues, client contacts and intermediaries, working as a part of a dynamic and pro-active team to achieve a common goal
- You to be an active and participating team player and not someone who prefers to work on their own most of the time