You will play a key role within the Private Wealth team, delivering high-quality trust and company administration services to an international client base. Acting as a senior point of support, you will manage your own portfolio of clients, support junior team members, and work closely with senior management to ensure excellent client service, regulatory compliance, and operational efficiency.
What You鈥檒l Do
- You will manage and administer a diverse portfolio of private wealth clients, delivering accurate and timely trust and company administration services in line with policies, procedures, and regulatory requirements
- You will provide a consistently high level of internal and external client service, ensuring client correspondence, queries, and deliverables are handled efficiently and professionally
- You will support senior management with the day-to-day administration of private client structures, exercising judgement, escalating risks appropriately, and deputizing where required
- You will demonstrate strong technical knowledge of trust and corporate structures, taxation principles, fiduciary duties, and relevant laws across jurisdictions, acting as a technical resource for the wider team
- You will actively contribute to a strong client servicing culture, acting as a role model for Group values and promoting collaboration, operational effectiveness, and continuous improvement
- You will identify process improvements, efficiencies, and potential growth opportunities while maintaining commercial and industry awareness
- You will ensure full compliance with company policies, regulatory obligations, and AML requirements, including identifying and reporting risk issues, suspicious activity, and compliance breaches in a timely manner
What we offer
- Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.