Client Structure Closure Officer

2 months ago


Saint Helier, United Kingdom Kleinwort Hambros Full time
Position Overview

The primary objective of the Closing Case Officer role is to facilitate the seamless conclusion of client structures following a formal request for action. This position is integral to the operational efficiency of the business unit.

Key Responsibilities
  • Manage day-to-day operations related to the closure of client accounts.
  • Oversee all activities associated with the transfer of assets to alternative service providers or the winding up of client structures.
  • Collaborate with the KH Group Trust Contentious and Closing Cases Manager to coordinate with all relevant internal and external stakeholders.
  • Deliver 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.

This role is pivotal in ensuring that client instructions are executed accurately and efficiently, maintaining the high standards expected by Kleinwort Hambros.



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