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Back to ResultsThis position sits within a dynamic, fast-paced Private Wealth team of a well respected company.
You will take ownership of a portfolio of trust and company clients, handling a wide range of complex arrangements under the supervision of a Trust Supervisor or Assistant Manager. Responsibilities include processing payments and identifying receipts, preparing minutes and resolutions of the Trustee/Board for routine matters, and liaising with relevant departments, clients, and intermediaries.
The ideal candidate will hold a STEP qualification (or equivalent), and have at least three years’ relevant experience, during which you have managed your own client portfolio.
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