Case Closure Officer

3 weeks ago


Saint Helier, United Kingdom Kleinwort Hambros Full time
Position Overview

The primary objective of the Closing Case Officer role is to facilitate the efficient management of client structures during the closure process. This position is integral to ensuring that all operational tasks related to the closure of client accounts are executed seamlessly.

Key Responsibilities
  • Support the business unit by managing day-to-day operations associated with client structure closures.
  • Oversee all activities related to business-as-usual (BAU) and closure processes, ensuring compliance with client instructions for asset transfers or distributions.
  • Collaborate with the KH Group Trust Contentious and Closing Cases Manager to engage with both internal and external stakeholders involved in the closure of client structures.
  • Prepare and present management information to the Executive Trust Committees and the Board as necessary.
Essential Skills
  • Proficiency in English, both spoken and written.
  • Submission of a comprehensive CV is required.


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