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Senior Associate, Relationship Management – Family Office

REF: 350 | Trust Administration |
  • Location: St. Helier
  • Type: Permanent
  • Job #350

Purpose of the role:

You will report to the local Head of Family Office International but you may work for more than one senior executive in the FOI team. This role involves close and regular interaction with clients and third parties as well as with internal departments and business units.

Responsibilities:

  • Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers 
  • Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs
  • Support the business development/marketing efforts of the Group
  • Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
  • Run clients’ affairs including preparing meeting documents, analysing performance of investments, valuing investments; analysing costs
  • Ensure all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly
  • Obtain in-depth knowledge of their clients, their businesses and the family dynamics, maintaining the client file with meeting notes, becoming familiar with the trust deed and entity structures
  • Approve payments, cash management, forex transactions
  • Review financial statements of client entities
  • Renegotiate existing loans with banks, negotiate new loans with banks
  • Review contracts between client entities and third parties
  • Share and develop expertise and provide team members with technical assistance on complex documentation, including reviewing and drafting where necessary
  • Understand and manage risk involved in administering structures, ensuring internal procedures are adhered to and maintained
Skills required:
  • Educated to degree level (or equivalent)
  • Relevant Professional qualification (e.g STEP, ACCA etc.)
  • 3 – 5 years relevant post-qualification experience

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