W8 has a vacancy for a family office associate. This is at W8 Advisory LLP, a firm in Central London - for the role of Family Office Associate. (www.w8advisory.com)
Enquiries to: vacancy@w8advisory.com
W8 Advisory LLP : (UK registered; based in Central London) is a wealth management advisory practice, operating as a multi-family office, for African HNIs and their families - providing mainly wealth planning & asset structuring solutions with access to bespoke UK & international tax planning advice; advice and support for UK & international real estate portfolios; advice on wealth transfer and succession planning of family assets and family businesses; family governance advice; philanthropy advice; compliance & regulatory assistance; support with private banking relationships; arranging other
bespoke family office / concierge services.
THE ROLE:
- Responsibility for the administration of a small but growing portfolio of clients’ companies, trusts and foundation structures, of varying complexity; ranging from working with the team to establish the structures (ensuring smooth workflow of all steps required and proper data management);
- Involves dealing with corporate service providers in various jurisdictions, private bankers, relationship managers, clients and their intermediaries;
- Requires a good understanding of international trust and company structures;
- Involves the ability to interpret laws and statutory documentation and an interest in trust law and tax concepts;
- Requires providing support for the compliance management of all assets held within structures, playing a crucial role in building and maintaining highly effective trustee and client relationships;
- Involves the ability to build and maintain relationships with current and new clients and manage fiduciary relationships to ensure a timely response to clients
- Requires the ability to maintain accurate data on all client files together with full documentation;
- Requires a good understanding of all AML related procedures relevant to the role, including the CDD requirements for new business;
- A basic understanding of portfolio management may (eventually) be required;
- A basic understanding of how to manage consolidated reporting may (eventually) be required;
- Ideally, membership of STEP, ICSA or CISM accompanied by relevant experience;
- Strong communication skills and a team player;
- Ability to support the management team in business development activities, which includes researching and writing relevant articles, as well as organising client seminars and workshops
- Suited for candidates with at least 2 years’ previous experience as a private client advisor or private banking assistant or paraplanner.
Please send letter of interest & CV's to vacancy@w8advisory.com
