Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery
Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure
Delivery of all client work and client contact in line with Highvern’s vision and values and expected service standards, ensuring KPIs are up to date at all times
Excellence of communication with clients and 3rd parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate
Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary
Highly effective liaison with 3rd party service providers in execution of client needs and to build those relationships in support of future referrals
Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings
Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team
Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time
Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours
Requirements:
Ability to act independently but knowing when to escalate & seek guidance
Positive collaboration with all Private Wealth colleagues & wider stakeholders
Director of client entities/affiliate members where required
Ongoing compliance with all internal policies and procedures
Ongoing compliance with all relevant regulatory/legal requirements
Spotting cross-sell opportunities and liaison with Client Directors accordingly
Sharing of own client/structure knowledge with nominated alternates
Awareness and ability to act as fully effective nominated alternate for others
Maintenance of technical awareness and market developments
Effective contribution to group projects as necessary
Authorised client signatory in line with approved limits
Maintenance of CPD and up to date technical awareness
Occasional business travel subject to workload status
Other information:
5 - 10 yrs experience serving HNW international families
Good understanding of the issues facing HNW families and their structures
Proven ability in managing complex international fiduciary structures
Proven ability in working with related industry professionals
Full understanding of local trust & co. legislation and regulatory requirements
Good understanding of investments, property and other asset classes
Full awareness of Highvern policies and procedures
Highly effective and adaptive interpersonal skills
Collaborative team player
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
Preferred Qualifications:
STEP
ICSA
Accountancy
Legal