Client Services Executive, Family Office
1 week ago
A prestigious multi-family office is seeking a client services executive to join a small team to replace the incumbent due to internal promotion. The family office is partner owned and based in central London. It serves UHNW families both in the UK and abroad.
The role will include:
- Drafting resolutions, meeting minutes, and share transfer documents
- Completing Companies House filings
- Opening bank accounts
- KYC and compliance
- Updating statutory books
- Document management
- Project management
- Liaising with and coordinating third-party advisors to successfully reach desired outcomes
The successful candidate will be comfortable in a client-facing role, dealing with demanding UHNWIs and their advisors. Several years’ experience either as a paralegal in a private wealth or private client team, or experience in a similar role within a family office is necessary to be considered. The role does require a high degree of numeracy and familiarity with Excel, together with excellent communication skills, both written and oral.
Compensation is competitive with an excellent package of benefits such as private health and dental cover, personal pension, and gym membership – full details available. The role is hybrid or full-time in the office as preferred.
To apply and for further details, please send your current CV to Simon Collard at simon.collard@ap-executive.com.
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