Overview
Take ownership of a varied portfolio of private wealth structures, including trusts and foundations, acting as a key client contact while managing day-to-day administration, transactions, compliance requirements, and relationships with professional advisers and third parties.
Responsibilities
- Manage day-to-day administration of private wealth structures
- Execute transactions and ensure compliance with regulatory requirements
- Nurture relationships with professional advisers and third parties
- Provide support to junior team members and contribute to process improvement initiatives
Qualifications
- 4‑6 years’ experience in private wealth, trust, or fiduciary administration
- Strong knowledge of regulatory and compliance requirements
- Excellent organisational and communication skills
- STEP, ICSA/CGI qualification or in‑progress (preferred)
Opportunity
A fantastic chance to manage high‑quality client relationships, mentor junior team members, and further develop leadership and technical expertise within a supportive, globally recognised private wealth environment.
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