Senior Officer, Private Wealth

J30645
Negotiable
12. August 2019

Our client is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

You will draw from your existing Trust experience to build and deliver customer centric solutions to our more complex and diverse portfolio of clients, gaining their confidence and respecting their working style.

You will be action orientated and willing to take on new challenges with a sense of urgency, high energy and enthusiasm. You will always be looking for ways to help us improve our processes and procedures in the most effective and efficient way possible.

Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organisational skills so you can priotise your day.
Strong communication skills is must have to build relationships across the business and not be afraid to deputise in the absence of your manager, providing technical support to the team and attending client meetings.

Another string to your bow will be to assist your manager and make sure the team is compliant with applicable laws, service standards, company policies and procedures. You will need to use your own judgement to identify any risks or concerns and report them in a timely manner.

Your long-term career goals are important to them, they. They want to make sure they are providing the support and opportunities you need to achieve your dreams so you can build a successful future, together.

QUALIFICATIONS
Either ICSA Certificate in Offshore Finance & Administration or STEP Foundation Certificate in Offshore Trust
Minimum of 5 years’ Trust experience

ADDITIONAL INFORMATION
Our client wants you to reach your full potential. They offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. They also offer opportunities across our service lines and our international network of offices.

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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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