Purpose of the role:
You will be solution-oriented and work highly, collaboratively with the Client Directors and also with peers and Administrators to share expertise and capacity.
Responsibilities:
Work closely with Client Directors on proactiveentity managementand maintenance from the late on-boarding stage through full structure life cycle
Ensuredata and recordsof 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 withvision and values and expectedservice standards, ensuring KPIs are up to date at all times
Excellence of communicationwith clients and 3rdparties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
Support highly effectivefiduciary decision makingincl though preparation of comprehensive and considered case input for discussion at Client Risk Forum, Fiduciary Panel, Investment Governance Forum and others as necessary
Skills required:
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
7 -10 yrs experience serving HNW international families
Good understanding of the issues facing HNW families and their structures