TRUST ASSOCIATE

TRUST ASSOCIATE

Posted - 4 Dec 2019

Location - LONDON, UK

 

Our client is an independent and privately held investment group, advising ultra-high net worth individuals and families where discretion and confidentiality are key to its success. They offer a range of services in areas including multi-jurisdictional legal and tax compliance; risk, cyber security; insurance; philanthropy; succession planning; reputation management; art services; estate and horse stud management; aircraft and ship management; and private concierge services.

 

The Role:

  • Be the main point of contact to the private clients along with another Associate in the team
  • Reporting to the Head of Wealth Management & Private Clients and Head of Private Offices
  • Responsible for the daily running of the private office and the administration of a portfolio of clients which includes trusts, corporations and UHNWI.
  • Assist with the on-boarding of clients including required KYC documentation
  • Manage and co-ordinate advice from lawyers, accountants, tax advisors, PR and communication consultants
  • Client relationship management
  • Ensure that filings are made in a timely manner and deadlines are met

 

Essential Skills & Qualifications:

  • Must speak fluent French and English
  • Excellent communication and analytical skills
  • Verbal and written communication including using the correct tone in letters and emails
  • Relationship management
  • Commercial awareness
  • Organisation and attention to detail
  • Excellent remuneration and package on offer.

 

If you would like to find out more about the role, please send your latest CV to Salma Badul at salmab@agreusgroup.com

 

REF: AGR2612

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