THE COMPANY ACT London, a client-centric practice founded in 2002, provides wealth structuring and advisory services through its strong international alliance to ultra-high net worth individuals (UHNWI) and their families, with planning and implementation services tailored for each client. Please see our website for further information. PRIVATE CLIENT ADVISORY ACT London provides uniquely tailored consultancy and implementation services (corporate structuring, cross-border estate international estate & succession planning, multi-family office, trustee services, visa application, personal tax residence, cross-border advisory, wealth protection & management, directorship & company secretarial services, property management etc) for a wide range of clients through our highly qualified, multilingual and experienced teams. THE ROLE We are looking for an 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.
Associate Director of Private Client Management PRIVATE CLIENT ADVISORY AND OPERATIONS TEAM The position reports to the COO and Founder of ACT London 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 Any other duties as required Knowledge, skills & qualifications Essential/Desirable (E/D) 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) Competencies 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 Immediate Start. Remuneration according to experience with access to performance based incentive scheme payable quarterly depending on level of seniority ACT London is an Equal Opportunities Employer
Source: Cantonese Jobs | Indeed.co.uk