Role Overview: Responsible for managing a diverse portfolio of trusts, companies, and wealth structures, ensuring exceptional service delivery to clients, intermediaries, and stakeholders. The role involves risk mitigation, team management, and fostering client relationships to identify new business opportunities.
Key Responsibilities:
* Client Focus: Provide high-quality service, understand client needs, and cultivate long-term relationships. Actively seek opportunities to enhance service levels and identify potential business growth.
* Commercial Support: Assist in managing client profitability by overseeing work in progress (WIP), fee collection, and identifying revenue opportunities. Provide guidance to junior colleagues on financial management.
* Risk Management: Maintain awareness of risk policies and their application in client and business contexts. Understand different risk roles within the company.
* People Management: Support team management by providing constructive feedback, conducting performance appraisals, and delivering training and coaching to team members.
Experience and Qualifications:
1. Professional Experience: Demonstrated experience working with High Net Worth clients and complex fiduciary structures. Proven track record in delivering superior client service and managing technical transactions effectively.
2. Personal Attributes: Clien...