Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.


Position

Key Accountabilities:


  • Work closely with Client Directors on proactive entity management and maintenance from the late on-boarding stage through full structure life cycle, ensuring highest standards of service delivery.
  • Ensure data and records of all entities are up to date, accurate and in line with documented requirements, policy and procedure.
  • Delivery of all client work and client contact in line with Highvern’s vision and values and expected service standards, ensuring KPIs are up to date at all times.
  • Excellence of communication with clients and 3 parties whether verbal or written; demonstrating technical awareness and cultural affinity as appropriate.
  • Support highly effective fiduciary decision making incl thorough preparation of comprehensive and considered case input for discussion at Client Risk Forum, Investment Governance Forum and others as necessary.
  • Highly effective liaison with 3 party service providers in execution of client needs and to build those relationships in support of future referrals.
  • Up to date and accurate time recording helping to meet utilisation and profitability targets; demonstrating appropriate commerciality in all dealings.
  • Undertaking appropriate reviews and workflows, addressing issues identified in a timely manner and sharing learnings with Client Directors and wider team.
  • Seeing risk review actions through to satisfactory resolution, and ensuring all regulatory filings are carried out accurately, and on time.
  • Skilled mentoring and knowledge share with more junior Client Management and Administration colleagues; role modelling appropriate group behaviours.

Requirements

  • Ability to act independently but knowing when to escalate & seek guidance.
  • Positive collaboration with all Private Wealth colleagues & wider stakeholders.
  • Director of client entities/affiliate members where required.
  • Ongoing compliance with all internal policies and procedures.
  • Ongoing compliance with all relevant regulatory/legal requirements.
  • Spotting cross-sell opportunities and liaison with Client Directors accordingly.
  • Sharing of own client/structure knowledge with nominated alternates.
  • Awareness and ability to act as fully effective nominated alternate for others.
  • Maintenance of technical awareness and market developments.
  • Effective contribution to group projects as necessary.
  • Authorised client signatory in line with approved limits.
  • Maintenance of CPD and up to date technical awareness.
  • Occasional business travel subject to workload status.

Other information

  • 5 - 10 yrs experience serving HNW international families.
  • Good understanding of the issues facing HNW families and their structures.
  • Proven ability in managing complex international fiduciary structures.
  • Proven ability in working with related industry professionals.
  • Full understanding of local trust & co. legislation and regulatory requirements.
  • Good understanding of investments, property and other asset classes.
  • Full awareness of Highvern policies and procedures.
  • Highly effective and adaptive interpersonal skills.
  • Collaborative team player.
  • Strong awareness of KYC, AML, CFT and GDPR requirements.
  • Good knowledge of and experience of working with NavOne.
  • Good knowledge of doc. management principles and core MS Office apps.


Preferred Minimum Qualifications:


  • STEP
  • ICSA
  • Accountancy
  • Legal

Apply now