About the role:
Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
Key responsibilities:
- Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
- Delivery of all client work and client contact in line with Highvern’s vision and values and expected service standards, ensuring KPIs are up to always date
- Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
- Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary
Skills and experience:
- 5 - 10 yrs experience serving HNW international families
- Good understanding of the issues facing HNW families and their structures
- Proven ability in managing complex international fiduciary structures
- Proven ability in working with related industry professionals
- Full understanding of local trust & co. legislation and regulatory requirements