Senior Consultant or Mandate Head – IWS / Private Clients (m/f/d)
Core
Coordinate and administer complex client mandates involving trust and corporate structures for wealthy individuals and family offices.
Role type
Senior IC trust and corporate administration consultant
Builds
Administrative workflows for companies, trusts, and foundations
Domain
Private Wealth / Fiduciary Services
Deliverable
client delivery
Required skills
complex trust and corporate structures, compliance, financial reporting, stakeholder coordination, project management, risk analysis
Preferred skills
Abacus, SharePoint, AI tools, German/Greek
Technologies
Abacus, SharePoint, Microsoft Office
Responsibilities
Manage and coordinate assigned client mandates including complex trust structures, Plan and allocate tasks across entities and jurisdictions, Monitor deadlines and workflows to ensure high-quality service delivery, Coordinate administration of companies, trusts and foundations including contracts and compliance, Liaise with accounting specialists for financial statements, Support senior leadership in client relationship management and acquisition