About the role:
To provide the company's core Private Office offerings (namely, consultancy services in connection with family succession and governance, next generation education, luxury assets and relocation) to existing and new clients of the company under the supervision of the Director/Senior Director.
About the key responsibilities:
- Provide technically sound proposals to clients.
- Provide a highly responsive service to clients.
- Prepare instructions for legal and tax counsel.
- Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
- Understand and navigate trust and corporate structures.
Key skills and experience:
- Candidates will hold a minimum of five years’ experience in a similar role.
- Candidates will preferably (although it is not essential) have experience with private client, corporate and/or funds structures.
- A good understanding of risk awareness, relationship management, contractual and statutory regulations.
- Competence in written and verbal communication with a high level of accuracy.