ESSENTIAL REQUIREMENTS

• Candidates will hold a minimum of four years’ experience in a similar role. Understanding of fiduciary structuring and responsibilities is a must.
• A good understanding of risk awareness, relationship management, contractual and statutory regulations.
• Competence in written and verbal communication with a high level of accuracy.
• A relevant professional qualification, preferably STEP or ICSA.
• Confident and competent ability to engage with multiple stakeholders liaising with both clients and intermediaries at all levels.
• Fully conversant with Microsoft packages, experience with viewpoint preferable, salesforce, panda doc would be an advantage.
• Ability to prioritise and multitask and demonstrate resilience under pressure.
• Strong team ethics and high levels of confidentiality.

PURPOSE OF JOB

This role sits within JTC’s Private Client Service Division, which provides a comprehensive range of solutions to a diverse global client base through specialist regional teams.
To provide JTC’s core Private Office offerings (namely, consultancy services in connection with family succession and governance, next generation education, luxury assets and relocation) to existing and new clients of JTC under the supervision of the Senior Director and Global Head of Private Office.
The core private office offerings may be expanded in time and/or change and, if so, the role holder will be required to assist with such revised/enlarged offerings.

MAIN RESPONSIBILITIES AND DUTIES

• Provide technically sound proposals to clients and engagement letters and ensure consistent engagement with PCS Marketing team to ensure brand consistency.
• Provide a highly responsive service to clients
• Prepare instructions for legal and tax counsel.
• Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
• Understand and navigate trust and corporate structures.
• Identify succession needs for families, including for powerholders within structures holding the family wealth and board members and shareholders of family businesses.
• Identify governance needs for a family (personally and for any family-owned businesses).
• Coordinate a team of advisers to fulfil a client brief.
• Lead calls with clients and/or intermediaries.
• Prepare family charters to be reviewed by Senior Private Office leadership.
• Oversee a client book.
• Work to timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
• Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner, so as to minimise write-offs.
• Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met.
• Maintain accurate and up to date records of clients, ensuring all statutory obligations are complied with.
• Management and training of members of the team, conducting appraisals and performance management reviews including oversight of UK Private Office coordinator.
• Check, delegate and monitor work of team members.
• Promote the range of services JTC Group can provide to existing clients and identify new business opportunities.
• Maintain accurate and up to date records of clients on the systems.
• Deputise in the absence of other senior members of JTC’s UK Private Office.
• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
• Awareness and adherence to JTC Group’s policies, procedures and guidelines.
• Awareness and adherence to JTC Group’s core values and expected behaviours.
• Any other duties as deemed necessary by Management.