Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.

We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.

Responsibilities

Description of the Business Line or Department

Kleinwort Hambros is a leading provider of Trust and Company Administration Services to wealthy individuals. This is a well-established team which is responsible for providing a high-quality service to a large and diverse portfolio of clients.

Summary of the key purposes of the role

To support the team and complete the day to day activities involved in the administration of a number of client entities comprising of trusts and companies.

Summary of responsibilities

• To act as an effective member of the fiduciary team, and to assist other members of the team to ensure that all business objectives are met, and all operational standards and controls are complied with, to maintain a sustainable fiduciary business.
• To help maintain the highest level of trust and company administration to minimise business risk, and to adhere to a culture of compliance with policies, appropriate risk management, and use the principles of treating customers fairly (TCF) where appropriate i.e., when dealing with complaints/queries.
• To assist in the development of working relationships with clients, intermediaries and internal contacts to maximise client retention.
• To demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business.
• Ensure that your own workload is processed efficiently and completed in accordance with established deadlines.
• Maintain training and development to continually improve your ability and performance

Profile Required

Competencies 

Required:

• No previous work experience required.
• Ability to demonstrate basic communication and relationship building skills, in order to seek information, understand others, facilitate teamwork and build confidence.
• Good numeracy skills
• Attention to detail and accuracy

Desirable:

• Ability to understand basic trust and company legal document and accounts.
• Basic understanding of the relevant laws relating to ‘Trust Company Business’ in the role location.
• A basic understanding of the duties and responsibilities of a Fiduciary
• Willingness to study towards any of the following:
• Certificate of Offshore Administration
• Level 4 Certificate in Offshore Finance and Administration
• STEP Foundation Certificate in Offshore Trust Management.