Qualified (ICSA, STEP or other) and highly experienced Senior Fiduciary Client Services Manager is required to act as a relationship lead for a portfolio of HNW clients holding international Trust & Company structures, within a leading International Financial Services Group. Applicants should have extensive experience of managing complex structures and a diverse range of asset classes, globally. They will combine a proactive and professional approach, with comprehensive technical knowledge of commercial transactions, with associated travel being required.
Effective relationship management of a portfolio of HNW clients holding complex international trust and company structures, covering multiple asset classes, globally
Provision of a consistent first class service for clients and advisors, in line with company procedures and regulatory requirements.
Client and intermediary meetings, involving travel and the cross selling of diverse company services; potentially also utilising an individual's existing professional network
Acting as a director for client companies and assisting with the development of new products, as required.
Likely to include the management of some client service teams, in future.
Skills & Experience:
Qualified (ICSA, STEP or other) and technically strong Senior Fiduciary Client Services manager, with excellent knowledge and experience of complex structures and managing diverse assets for International HNW clients.
Highly driven, commercial and proactive, used to managing and participating in client and intermediary meetings and effectively cross-selling diverse company services; varying amounts of travel is likely to be required.
Effective team manager; potentially will undertake management of some client management teams in future.
Hours & Benefits:
Full time, highly competitive salary and benefits in line with experience and qualifications.