Senior Associate Private Wealth & Family Office (768) Permanent

As a Senior Associate, you’ll manage your own portfolio of client structures, support the professional development of junior team members, and work closely with managers to ensure client satisfaction, compliance, and efficient operations. This is a role for someone who thrives on responsibility, enjoys problem-solving, and is motivated by professional standards of excellence.

• Manage client portfolios – Oversee the day-to-day administration of trusts, companies, and foundations in line with service agreements
• Deliver high-quality documentation – Draft and review trustee resolutions, board minutes, payment instructions, filings, and agreements
• Ensure compliance – Handle client onboarding, due diligence, AML/CFT requirements, KYC updates, and regulatory filings
• Support and mentor others – Guide, train, and share knowledge with Associates and Trainees, setting a strong example in accuracy and service
• Drive operational excellence – Identify opportunities to streamline workflows, support billing processes, and maintain audit-ready records
• Collaborate and communicate – Build effective relationships with clients, advisors, banks, and other stakeholders to deliver seamless service