A leading independent provider of private wealth, corporate administration, and yacht services, delivering bespoke solutions to international clients.
Key responsibilities:
⭐ Provide complex client solutions and advice across wealth and corporate services
⭐ Review and approve payments and board resolutions as an A signatory
⭐ Ensure adherence to internal policies and procedures
⭐ Liaise with clients, intermediaries, and internal teams on legal, accounting, and tax matters
⭐ Oversee, train, and develop team members
⭐ Maintain and grow a complex client portfolio
⭐ Support financial targets and business growth
What you’ll need:
⭐ 10+ years’ relevant experience managing your own client portfolio
⭐ STEP, ACCA, or equivalent qualification
⭐ Strong client-facing experience, ideally with high-net-worth clients
⭐ Excellent written, verbal, and problem-solving skills
⭐ Team player with leadership and supervisory skills
⭐ Ability to work independently and meet deadlines
Why join:
⭐ Collaborative, inclusive culture that values every voice
⭐ Opportunities to service global clients and complex portfolios
⭐ Support for career growth and professional development
⭐ Be part of a team that inspires, listens, trusts, and succeeds together
