Manager – Private Wealth

Job Description

We have an great new opportunity for a Manager to join the Private Wealth team of a world-leading corporate, funds, capital markets and private wealth services company.

 

Key duties will include:

  • Collaborate with your team to manage your client’s portfolio, offering advice from our internal processes
  • Become an expert in technical matters relating to trusts
  • Liaise with associates in the co-ordination of the company secretarial function for all client companies within the team, to include board and general meetings, statutory requirements including filings, maintenance of registers and attendances at senior level board meetings
  • Ensure delivery of client services meets agreed service standards and is compliant with risk management policies, procedures and practices
  • Communicate openly and honestly with clients and your team on a regular basis

 

More information about this role is available upon request – contact the team today for further details.