Manage trust and company portfolios while delivering a high-quality service to private clients.
What you’ll be doing:
⭐ Manage day-to-day trust and company administration
⭐ Build relationships with clients and advisers
⭐ Oversee transactions and fiduciary matters
⭐ Review financial records and client databases
⭐ Coordinate with banks, lawyers and other professionals
⭐ Support and mentor junior team members
What you’ll need:
⭐ 2–7 years’ trust and company experience
⭐ STEP or ICSA part-qualified
⭐ Strong fiduciary and HNWI experience
⭐ Excellent client service and communication skills
⭐ Strong analytical and problem-solving skills
⭐ Ability to work independently and prioritise
Why join:
⭐ Work with international private clients
⭐ Diverse and engaging client portfolios
⭐ Support for professional qualifications
