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Permanent. Senior Client Relationship Officer – Private Wealth

Job Reference: 885278

As a Senior Client Relationship Officer – Private Wealth, you will independently manage a busy portfolio of trusts and companies, process correspondence and administrative matters from intermediaries, clients, regulatory bodies and external service providers relating to the assigned portfolio of trusts and companies. Other responsibilities include:
  • Updating trust and  company records, statutory registers and other documents as required
  • Prepare and file documents with government agencies and regulatory bodies in a timely manner and so as not to incur penalties, in accordance with local legislation and regulatory requirements, including FATCA and CRS
  • Review and comment upon trust documentation through to transaction completion
  • Carry out reviews on the assigned portfolio of trusts and companies and to escalate issues and opportunities identified thereby
  • Attend to the monthly aged debt reports, monitoring and chasing invoices as appropriate with the aim of minimising receivables and ensuring timely settlement of payment
  • Provide support and guidance to team members on complex issues 
  • Share best practices with team members to contribute to the review of policies and procedures
Requirements:  
  • University graduate with at least 7 years supervisory experience working within a professional services firm
  • Professional Qualifications such as ICSA, STEP or ACCA preferred
  • Working experience  within the trust or fund industry
  • Working knowledge of various types of trust and fund structures 
  • Proficiency in Microsoft Word, Excel and Outlook
  • Experience with ViewPoint, CORIS and CAP software
  • Ability to work to strict deadlines and handle multiple projects without compromising quality
Salary: DOE per annum, plus benefits.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.

Apply for this role

Mary-Clare Treglia
Senior Recruiter

mary-clare@theagency.ky
+1 345 743 1770

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