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А client-centric practice ACT London provides wealth structuring and advisory services through its strong international alliance to ultra-high net worth individuals (UHNWI) and their families. Now the company is looking for an Associate Director of Private Client Management.
The role:
We are looking for a Associate Director of Private Client Management to join the Private Client Advisory and Operations team at our office in Mayfair (London) to lead the operations team in building and maintaining relationships with clients and manage the successful implementation and delivery of projects, while ensuring technical excellence.
The key objectives of the role are:
Implementation of complex financial transactions and cross-border structures (includes incorporation, domiciliation and management of national and international companies and trusts in line with current national and international legislation
Manage, develop and service the needs of the current portfolio of clients, including their national and international companies and trusts in line with current legislation
Acting as a first point of contact with important and high net worth clients and suppliers
Dealing with new business leads and necessary follow up
Management of client bank accounts, signing any required money transfers, payments and related transactions in a number of currencies
Drafting of legal documentation and correspondence relating to client transactions
Regular contact with banks, solicitors, agents and other professionals
Ensuring that the client files are up to date
Further develop, mentor and manage the team into more effective and efficient service providers, including planning and monitoring work and resources within agreed budgets
Implement relevant sets of KPIs and further develop performance culture
Regularly review work for quality and compliance, including responsibility for ownership of FATCA/CRS and KYC on the client portfolio
Provide technical advice to the team and clients
Consult with colleagues and Senior Management Team on technical and risk matters
Build knowledge and awareness of all aspects of the firm’s services to help identify opportunities to up sell and cross sell services to clients
Manage the work in progress, billing process and credit control on the client portfolio
Support marketing and business development initiatives to increase client portfolio and new business
Knowledge, skills & qualifications:
At least 7 years work experience in a Trust Company, Multi-Family Office, international Chartered Accountancy firm or equivalent private client tax advisory and compliance environment (E)
Fluency in at least 1 of the major European languages (Spanish, Italian, French, German, Portuguese, Russian or Turkish) (E) or Asian languages (Japanese, Mandarin, Cantonese) (D)
Qualified solicitor or Chartered Accountant with CTA or STEP, with concrete technical knowledge in international tax, trust, wealth management matters (E)
Excellent attention to detail and ability to work under pressure and manage multiple projects to meet deadlines (E)
Extensive experience in leading and managing a multi-cultural team (E)
Good presentation and networking skills (E)
Excellent level of Microsoft Office Suite (E)
Meticulous attention to detail with the ability to work well under pressure in a multi-client environment with conflicting deadlines
Results driven, with mature decision making and judgement capabilities
Strong entrepreneurial streak, strong business acumen and analytical mind
Refined interpersonal skills, with the ability to form good working relationships with staff, key clients, investors and other parties including UHNWI, celebrities and peers
Charismatic and approachable
Disciplined with outstanding management, planning and organisational skills
Ability to work in a fast paced international environment
Take responsibility and accountability for team’s work
Work in a co-operative, respectful manner with colleagues, clients and the wider community.
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