Associate (Private Wealth)
Core
Deliver trust and company administration services to an international portfolio of private clients, managing complex structures including trusts and companies.
Role type
Associate, Private Wealth & Corporate Administration
Builds
Coordinated support across client structures, governance, and regulatory compliance
Domain
Private Wealth & Corporate Services
Deliverable
client delivery
Required skills
trust and company administration, financial services, client relationship management, regulatory compliance, cross-border wealth structures
Preferred skills
professional qualifications (CGI or STEP), proactive client-focused approach
Responsibilities
Manage a varied portfolio of trusts, companies and private wealth structures; Build strong client relationships and develop into a trusted adviser; Support a wide range of client transactions, governance activities and regulatory requirements; Collaborate with specialist teams across accounting, compliance and finance; Contribute to team success by identifying opportunities to enhance client experience and mitigate risk