Closing Case officer

2 months ago


SaintHelier, United Kingdom Kleinwort Hambros Full time
Residency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55689ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role

The closing case units’ purpose is to support the business unit and complete the day-to-day activities involved in
the closing of client structures once a formal request for action has been received.

The closing case unit are responsible for all activities, BAU and closing related, where the client has given us clear
instructions to transfer the assets to another service provider or wind up and distribute the assets and or where
we as a business have given notice to the client to exit and transfer their assets to another service provider.

To support and work with the KH Group Trust Contentious and Closing Cases Manager to manage all relevant
internal and external stakeholders involved with the closing structures.

To provide Management information to the Executive Trust Committees and the Board when required.Core skills required Ability to speak and understand English CV Required
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