In this role, you will be responsible for a wide range of matters relating to the Team and its client portfolio. You will take direct responsibility for, with your sub team colleagues, a portfolio of trust and company structures. You will work closely with the Team Manager and the Team Director and the wider Corporate team management as required who will assist you in getting to know your client entities, introduce you to clients and assist with workloads. You will work on matters ranging from providing clients with a proactive and efficient service, onboarding new clients, and attending meetings.
As our Client is looking to grow the Team, you will be expected to seek new business development opportunities and make connections where possible to help introduce new business, win new clients and look to expand current client services. This will include regular trips to see clients and intermediaries in the UK, attendance at conferences and events and building relationships with local legal firms.
You will have 6 years’ minimum experience of Finance Industry Business (Essential) and will also hold a relevant professional qualification.
For more information on this role please contact Stu on 707816 or email your CV to jobs@excel-recruitment.com