Purpose of the role:
You will be responsible for developing and maintaining relationships with a high net worth and ultra-high net worth plan members across their book of international pension plans, international retirement & savings plans and deferred compensation plans.
Responsibilities:
- Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Respond to/investigate participant queries in a timely manner, and provide regular updates to clients
- Document trustee decision making
- Maintenance of a programme of regular client/intermediary/participant visits
- Update fee proposals for existing clients/participants
- Maintain regular liaison with other teams within Employer Solutions
- Quarterly fee preparation
- Monitor and, where applicable, take appropriate action with regard to the portfolio’s debtor position
Skills required:
- Excellent understanding of trustee and company risks and responsibilities
- Excellent client handling skills
- Ability to investigate and respond to client queries
- Excellent time management skills with ability to work to tight deadlines and under pressure
- Background in/knowledge of investments is preferred