Purpose of the role:
You will be an integral part of the team responsible for ensuring delivery of excellent client service and that all client entities are maintained in line with ongoing requirements and the standards required.
Responsibilities:
- Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
- Delivery of all client work and contact in line with vision and values and expected service standards, ensuring KPIs are up to date at all times
- Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
- Support highly effective fiduciary decision making incl though preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary
- Highly effective liaison with 3rd party service providers in execution of client needs and build of those relationships in support of future referrals
Skills required:
- STEP, ICSA, Accountancy or Legal
- 7 - 10 yrs experience serving HNW international families
- Good understanding of the issues facing HNW families and their structures
- Proven ability in managing complex international fiduciary structures
- Proven ability in working with related industry professionals
- Full understanding of local trust & co. legislation and regulatory requirements