Associate – Private Wealth

Job Description

Purpose of role 

Join our Private Client team and play a key role in delivering exceptional trust and company administration services to an international portfolio of private clients. Working alongside experienced professionals, you will gain exposure to complex structures, develop strong client relationship skills, and build your expertise in a dynamic and collaborative environment. This is an excellent opportunity for someone looking to grow their career within a leading global provider of corporate and fiduciary services.

Main Responsibilities 

• Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
• Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
• Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance throughout.
• Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions for clients.
• Contribute to the continued success of the team by identifying opportunities to enhance client experience, mitigate risk and drive operational excellence.

Qualifications

Knowledge, Skills and Experience 

• A-Level or degree educated, ideally with (or working towards) a professional qualification such as CGI or STEP.
• Previous experience in trust and company administration, financial services, or a related professional services environment.
• A proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.

#LI-BF1 #LI-Hybrid

Additional Information

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

• We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
• We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.

• 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