A fantastic opportunity for a motivated individual looking to take the next step in their career, managing the formation and ongoing administration of a portfolio of private wealth structures, within a growing fiduciary services provider.
Offering more than just a competitive salary, you will also benefit from an open and collaborative culture, where everyone has a voice and is valued and recognised for their dedication and commitment.
If you have previous private wealth experience and excellent written and verbal communication skills, this could be the opportunity for you!
Responsibilities will include:
Acting as the primary day to day relationship contact for an assigned portfolio of clients
Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers
Managing the formation and ongoing administration of a portfolio of private wealth structures
Processing bank payments and reconciling payment logs
Transaction management, including organising and attending client meetings, statutory filings and drafting minutes
Experience and skills required:
Minimum 4 years’ previous experience in private wealth finance
Holds a relevant professional qualification such as ICSA/STEP
Strong working knowledge of Viewpoint would be an advantage
Committed to achieving excellence for self, clients and the team
Excellent organisational skills and attention to detail
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.