In this role you will work closely with Client Directors on proactive entity management, ensuring data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure.
You will provide excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and the firms cultural affinity as appropriate, whilst supporting highly effective fiduciary decision making including thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary.
You will have the ability to act independently but knowing when to escalate & seek guidance and through positive collaboration with all Private Wealth colleagues & wider stakeholders
You will have 5 - 10 yrs experience serving HNW international families, a proven ability in managing complex international fiduciary structures coupled with proven ability in working with related industry professionals and a full understanding of local trust & co. legislation and regulatory requirements