Salary £85,000 + great benefits package

KEY ACCOUNTABILITIES:

• Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
• Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
• Delivery of all client work and contact in line with HIGHVERN vision and values and expected service standards, ensuring KPIs are up to date at all times.
• Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
• Support highly effective fiduciary decision making including thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary.
• Highly effective liaison with 3rd party service providers in execution of client needs and build of those relationships in support of future referrals.
• Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings.
• Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team.
• Seeing risk review actions through to satisfactory resolution and ensuring all regulatory filings are carried out accurately, and on time.
• Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours.

SKILLS, KNOWLEDGE & EXPERIENCE REQUIRED:

• 7 10 yrs. experience serving HNW international families
• Good understanding of the issues facing HNW families and their structures
• Proven ability in managing complex international fiduciary structures
• Proven ability in working with related industry professionals
• Full understanding of local trust & co. legislation and regulatory requirements
• Good understanding of investments, property and other asset classes
• Highly effective and adaptive interpersonal skills
• Collaborative team player
• Strong awareness of KYC, AML, CFT and GDPR requirements
• Good knowledge of and experience of working with NavOne
• Good knowledge of doc. management principles and core MS Office apps

PREFERRED MINIMUM QUALIFICATIONS: One of the following

• STEP
• ICSA
• Accountancy
• Legal

Sorry no sponsorship