Purpose of the role:
An exciting opportunity has arisen for an experienced trust professional, or qualified accountant to join a Family Office, in the Relationship Management team.
Responsibilities:
- Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers
- Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs
- Support the business development/marketing efforts of the Group
- Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
- Run clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
- Ensure all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly
Skills required:
- Educated to degree level (or equivalent)
- Relevant Professional qualification (e.g STEP, ACCA etc.)
- 3 - 5 years relevant post-qualification experience
- A sound understanding of financial markets, investment management and financial accounting gained through practical experience and/or as part of a qualification/degree