Associate (Private Client)

📋 Description

• Manage a varied portfolio of trusts, companies and private wealth structures.
• Build client relationships and become a trusted adviser.
• Support client transactions, governance activities and regulatory requirements.
• Collaborate with accounting, compliance and finance teams.
• Identify opportunities to enhance client experience and drive operational excellence.

🎯 Requirements

• A-Level or degree; ideally pursuing CGI or STEP.
• Experience in trust and company administration or financial services.
• Proactive, client-focused team player with strong communication and attention to detail.

🎁 Benefits

• We are AMBITIOUS – think globally to support clients and staff.
• We are AGILE – independence enables simple, efficient processes.
• We are COLLABORATIVE – delivering personalized client solutions.
• Equal Opportunities for Everyone.