FTC Client Relationship Manager
Job Ref: LF
40428
This fixed-term opportunity offers the chance to support a reputable global provider of private wealth services for an 8-month period, working within a high-performing team. The role focuses on the day-to-day administration of complex structures for ultra-high net worth clients, with exposure to a diverse portfolio of trusts, companies, and investment vehicles.
Location
Duties for this role include, but are not limited to:
- Assisting in the delivery of efficient and timely administration services to a varied client base.
- Supporting the management of complex trust and company structures, including those involving private equity, tech start-ups, and property portfolios.
- Processing payments, distributions, fee settlements, and third-party invoices.
- Drafting fee amendment notices and preparing regulatory filings such as annual validations and tax returns.
- Maintaining accurate records within NAV One and completing internal compliance checklists.
- Contributing to regular client file reviews to ensure compliance with local regulation and internal policies.
- Tracking and completing follow-up actions to support the broader administration process.
Skills / Qualifications
The ideal candidate should have at least 2 years' experience in trust and company administration and be qualified or studying towards a relevant qualification such as STEP, CGI, ACCA or ACA. Strong attention to detail, excellent verbal and written communication skills, and the ability to manage competing priorities are essential. This is an ideal opportunity for someone who enjoys working with complex structures and is looking to develop their technical expertise further.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.