Senior Private Client Administrator

Our client, a dynamic international wealth manager providing a full range of financial solutions for investors are seeking a Senior Private Client Administrator based near Guilford, to join their expanding team.

The role is to provide comprehensive administration support to Wealth Management Advisers and clients within a friendly team environment.

Job Description:

• This position involves supporting a team of Relationship and Portfolio Managers in the management of portfolios for Ultra High Net Worth families
• Work closely with the relationship and portfolio managers to provide full administrative support
• Assist in onboarding of clients and collecting required Due Diligence information
• Responsible for all administrative matters relating to Clients
• Aid, prepare and attend client meetings when required (video conference and in person) to take notes, prepare action points and ensure these are all completed
• Liaise with client's trustees and administrators to ensure all administrative matters are completed
• Assist with client reporting function
• Attend regular investment meeting with Directors, Relationship and Portfolio Managers
• The position involves interaction with clients and their trustees and administrators and therefore requires an individual who is able not just to successfully complete all administrative functions but is able to develop inter-personal relationships and build trust with clients and their service providers

Person Specification:

• Minimum of 3 years working within a similar role most likely in a private bank or international trust company
• The successful candidate has worked in a private bank or private trust company dealing with international clients and is extremely familiar with international trust structures
• A broad and in-depth knowledge of international trust structures and Private Wealth Management for global investors and ultra-High Net Worth clients
• Computer literate and an experienced user of Excel, Word, Powerpoint and Outlook
• Excellent communication skills both verbal and written is essential
• Build and maintain trusted relationships with ultra-High Net Worth clients

Apply today to be considered for this opportunity. If suitable, one of our Candidate Consultants will be in contact to discuss the opportunity with you in detail.

Thank you for showing your interest in Anthony Alexandra and please contact us at your earliest convenience as we are arranging interviews shortly. If this role does not suit you, please contact us for alternative vacancies.

Anthony Alexandra Associates specialises in Financial Services and Insurance recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercial and Personal Lines markets.