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Employers

Trust Manager, Private Clients - London WestEnd, London

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Location:

London, United Kingdom 

Job Category:

Banking
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EU work permit required:

Yes
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Job Reference:

43763/001_1623391288

Job Views:

34

Posted:

11.06.2021

Expiry Date:

26.07.2021
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Job Description:

Are you a trust manager ? Our client is an independent and privately held investment group which advises ultra-high net worth individuals and families where discretion and confidentiality are key to its success.
The company offers a range of services in areas including multi-jurisdictional legal and tax compliance, risk and cyber security, insurance philanthropy and succession planning, art, estate and equine management and private concierge services.
In the role you will be the main point of contact to private clients along with another associate in the team.
Reporting to the Head of Wealth Management & Private Clients and Head of Private Offices you will be responsible for the daily running of the private office and the administration of a portfolio of clients which includes trusts, corporations and UHNWI. Assist with the onboarding of clients including required KYC documentation.
Manage and co-ordinate advice from lawyers, accountants, tax advisors, PR and communication
consultants. Client relationship management and ensure that filings deadlines are met.
To be eligible for this role you must have excellent communication and analytical skills. Verbal and written communication including using the correct professional tone in letters and emails. Be familiar with relationship management of a portfolio of key clients. Possess commercial awareness with good organisational and attention to detail. Importantly have the ability to prioritise and manage a large volume of work.

For further information please contact Vanessa Raine on +44 7919 805696 or email your current cv to vanessa.raine@ap-executive.com

AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the Data Protection, our policy for which can be found on our websites.

Job Requirements:

Are you a trust manager ? Our client is an independent and privately held investment group which advises ultra-high net worth individuals and families where discretion and confidentiality are key to its success. The company offers a range of services in areas including multi-jurisdictional legal and tax compliance, risk and cyber security, insurance philanthropy and succession planning, art, estate and equine management and private concierge services. In the role you will be the main point of contact to private clients along with another associate in the team. Reporting to the Head of Wealth Management & Private Clients and Head of Private Offices you will be responsible for the daily running of the private office and the administration of a portfolio of clients which includes trusts, corporations and UHNWI. Assist with the onboarding of clients including required KYC documentation. Manage and co-ordinate advice from lawyers, accountants, tax advisors, PR and communication consultants. Client relationship management and ensure that filings deadlines are met.
Company Info
AP Executive


Phone: +41 44 214 6623
Web Site: http://www.ap-executive.com/
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