Associate – Private Wealth

Job Description

Purpose of the Job
In this role you will play a key role in managing a portfolio of trust structures, ensuring they are administered efficiently, compliantly, and in line with client objectives. Working closely with clients, beneficiaries, investment managers, bankers and other professional advisers, you will oversee complex trust administration matters, support important trustee decisions, and help safeguard the integrity of client structures.

This is an excellent opportunity for someone who enjoys building trusted relationships, navigating technical trust matters, and making a meaningful impact through high-quality administration and governance. You'll be empowered to work independently, contribute to team development, and further strengthen your expertise in trust and estate administration within a supportive and professional environment.

Main Responsibilities

• Take ownership of a portfolio of trust structures, ensuring all administration activities are completed accurately, efficiently, and in line with regulatory and internal requirements.
• Build strong relationships with clients, beneficiaries, bankers, investment managers, legal advisers and other key stakeholders, delivering a responsive and professional service.
• Prepare trustee resolutions, conduct trust reviews, investment reviews and transaction monitoring activities, supporting robust governance and decision-making.
• Monitor reporting and compliance obligations, including FATCA, CRS and beneficial ownership requirements, ensuring all actions are completed on time and to the highest standard.
• Maintain accurate trust records, oversee billing and collection processes, and contribute to the ongoing development of processes, colleagues and team capability.

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Qualifications

• Formal trust qualification such as STEP (TEP), ICSA/CGI, or a related university or professional qualification.

Knowledge, Skills and Experience

• Ideally 5 years' of relevant experience, but we are also open to candidates with less experience that are working towards a relevant professional qualification.
• Proven experience managing trust structures and complex client relationships.
• Strong knowledge of trust and estate administration, including corporate trusts.
• Good understanding of trust regulatory and compliance requirements.
• Knowledge of FATCA, CRS, beneficial ownership and ongoing monitoring obligations.
• Ability to interpret trust financial statements and understand accounting and investment matters.
• Strong communication skills with the ability to build effective stakeholder relationships.
• Professional, discreet and highly confidential in handling client matters with strong attention to detail and commitment to accurate record-keeping.
• Proficient in Microsoft Office, particularly Word.
• Experience mentoring or supporting colleagues is advantageous.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.