Vacancy Description
Responsibilities
- Working closely with the Client Services teams in order to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence.
- Managing internal client and assets acceptance procedures, preparation of necessary documents for the clients and structures on-boarding, interaction with compliance, legal and wealth planning colleagues with respect thereto.
- Participation in wealth planning reviews of the existing fiduciary structures.
- Preparation of trust-related documents for setting-up new fiduciary structures and implementing changes in the existing fiduciary structures in close collaboration with relevant Wealth Planning team members group-wide.
- Liaising with client advisors (including lawyers, accountants and other advisors) in relation to client matters / structures, and reviewing / implementing written advice provided.
- Monitoring developments in regulato...
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