Manage a portfolio of trust, company and wealth structures for a key family office relationship, delivering high quality client service and supporting junior colleagues.
Key responsibilities:
⭐ Manage complex trust and company structures
⭐ Build strong relationships with clients and intermediaries
⭐ Complete CDD reviews, risk assessments and support regulatory/tax returns
⭐ Review financial statements and support new client onboarding
⭐ Support and develop junior team members
What you’ll need:
⭐ Experience with HNW clients and complex fiduciary structures
⭐ Strong technical knowledge and client service skills
⭐ STEP, ICSA or similar qualification, or working towards
⭐ Proactive, organised and collaborative approach
Why join?
⭐ Work with a key family office relationship
⭐ Gain exposure to complex private wealth structures
⭐ Excellent opportunity for professional development and progression
