Be part of a talented, highly motivated and driven team within a reputable financial services group who continuously deliver exceptional client service levels which sets them apart from their competitors. You will be provided with the support and encouragement to diversify your skills through personal development plans, along with a competitive compensation package.
Working with the fiduciary management team you will undertake day-to-day administration of a portfolio of corporate structures, contributing to improving the firms profitability and limiting both the company’s and client’s exposure to risk whilst providing a quality service to clients.
With offices around the globe, this independent organisation provides a great network where you can gain access to unique opportunities in other locations, to enhance your skill set, experience another culture, build your professional network, career progression.
Responsibilities will include:
Assisting with day-to-day administration of a portfolio of client cases to include bookkeeping entries
Developing long term, profitable business relationships with clients maintaining regular contact, ensuring client confidentiality is respected
Liaison with investment advisors, asset managers and other third parties regarding client affairs as necessary
Understanding the principles of managing financial assets and how the performance of stock and currency markets impacts on client portfolios
Experience and skills required:
Minimum of 3 years' experience in fiduciary services
Good knowledge of offshore fiduciary services
Proven track record in handling offshore fiduciary issues and client relationship management
Good interpersonal skills for dealing with intermediaries and clients
Excellent time management and organisation
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk
We are an equal opportunity employer and value diversity at all times.