To undertake the day-to-day administration of a portfolio of Client Company and trust structures. Work with the rest of the Fiduciary management team to improve profitability, limit company and clients exposure to risk and provide a quality service to clients.
Requirements
- Client relationship management
- Day-to-day administration of a portfolio of fairly complex client cases
- Understanding of offshore trusts, companies and related structures
- Liaison with investment advisors, asset managers and other third parties
- Critical review of company or trusts accounts or other financial reports
- Anticipating technical problems and finding solutions
- Identifying and communicating improvements for clients and/or profitability
- Developing good working relations with professional intermediaries
- Keeping up to date with changes in the market and product developments
- Risk management, reporting complaints and operational risks
- Actively championing values, promoting a culture of professionalism, teamwork and leadership
- Achieving pre-determined utilisation targets
- Balancing clients needs with the Groups commercial expectations
- Contribute effectively during meetings, support and advise subordinate staff
- Attend seminars and workshops, read industry publications and advisory briefs
Benefits
- Career development opportunities
- Competitive salary and benefits package
- Opportunities for professional growth and advancement