This role is within a is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses.

You will work closely with your team to manage a portfolio of private wealth clients covering a variety of trust structures.
This role requires good attention to detail and someone who is a technical expert with Trusts Structures.

Technical Attributes
Contribute to the effective development of regulatory, compliance and risk management policies and procedures
Oversee the management of your client's portfolios, offering advice from our internal processes and collaborating with your team
Pro-actively act as a director and alternate director of client companies administered by Intertrust, conduct client meetings and contribute to board meetings of Intertrust operating companies

Client Care
Manage a portfolio of client relationships according to specialism and expertise
Act as director or alternate director of client companies
Ensure that the delivery of client service in the team meets agreed service standards
Pro-actively develop key client relationships and actively contribute to cross-selling opportunities

Management and Leadership
Manage the performance of the team to deliver agreed business plan goals and targets  

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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