Key Responsibilities:
- 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
- Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
- Excellence of communication with clients and 3 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
- Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals
Key Competences / Skills / Experience / Behaviours Required
- Ability to act independently but knowing when to escalate & seek guidance
- Positive collaboration with all Private Wealth colleagues & wider stakeholders
- Director of client entities/affiliate members where required
- Ongoing compliance with all internal policies and procedures
- Ongoing compliance with all relevant regulatory/legal requirements
- Spotting cross-sell opportunities and liaison with Client Directors accordingly
- Sharing of own client/structure knowledge with nominated alternates
- Awareness and ability to act as fully effective nominated alternate for others
- Maintenance of technical awareness and market developments
- Effective contribution to group projects as necessary
- Authorised client signatory in line with approved limits