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For Companies At a Glance
- Tasks: Manage high-net-worth clients' portfolios and provide tailored administrative support.
- Company: Join a leading firm specialising in private client services for wealthy individuals and families.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Why this job: Build trusted relationships while making a real impact on clients' financial well-being.
- Qualifications: 3+ years in private client administration; STEP or ICSA qualification preferred.
- Other info: Fluency in English is essential; Italian skills are a bonus!
The predicted salary is between 36000 - 60000 £ per year.
This range is provided by Victus Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Victus Search
Associate Director of Victus | Multijurisdictional recruitment for institutional and private client firms
You will be responsible for the day-to-day administration of a portfolio of high-net-worth individuals and families, including trusts, companies, and foundations. The role requires practical administration experience in managing UK entities (and other jurisdictions) for HNWIs, including oversight of banking, statutory records, and general administration. A strong understanding of private client needs, regulatory requirements, and a commitment to delivering a high standard of personalised service is essential.
Key Responsibilities
- Act as the primary point of contact for a portfolio of private clients, building trusted relationships and providing tailored support.
- Administer a range of private client structures including discretionary and life interest trusts, private investment companies, and asset-holding entities.
- Manage the practical administration of UK and international entities for HNWIs, including banking arrangements, statutory compliance, and record-keeping.
- Maintain accurate company and trust records and ensure timely filings in accordance with relevant laws and internal policies.
- Liaise with legal, tax, and banking professionals to ensure seamless service delivery across multiple jurisdictions.
- Assist with the onboarding of new client relationships, including due diligence and AML checks.
- Prepare trustee and board minutes, resolutions, and other key documentation.
- Stay informed of relevant legislative and regulatory developments impacting private client structures.
Qualifications and Requirements
- STEP, ICSA, or similar relevant professional qualification preferred.
- At least 3 years’ experience in private client trust and company administration.
- Demonstrated experience in the practical administration of UK and offshore entities for HNWIs.
- Strong understanding of the needs of HNW/UHNW clients and the structures commonly used in wealth planning.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office (Word, Excel, Outlook) and familiar with trust administration software.
- Fluency in English is essential; Italian language skills would be a distinct advantage.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
-
Industries
Staffing and Recruiting and Trusts and Estates
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Private Client Administrator employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Administrator
✨Tip Number 1
Network with professionals in the private client sector. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Stay updated on the latest regulatory changes affecting private clients. Subscribe to relevant newsletters or follow industry leaders on social media. Demonstrating your knowledge of current trends during interviews can set you apart from other candidates.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies. Ask them about their experiences and any tips they might have for applying. This can give you valuable insights into the company culture and expectations.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to private client administration. Focus on scenarios that highlight your problem-solving skills and ability to manage client relationships effectively. Tailoring your responses to reflect the specific needs of HNWIs will impress interviewers.
We think you need these skills to ace Private Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client administration, especially with high-net-worth individuals. Include specific examples of your work with trusts, companies, and foundations to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the needs of HNWIs. Mention your relevant qualifications, such as STEP or ICSA, and how your experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your communication skills and proficiency in Microsoft Office, as well as any experience with trust administration software. If you have language skills, particularly in Italian, make sure to mention them as they could set you apart from other candidates.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the role of a Private Client Administrator.
How to prepare for a job interview at Victus Search
✨Know Your Client Structures
Familiarise yourself with the different types of private client structures, such as trusts and companies. Be prepared to discuss how you have managed these in the past and demonstrate your understanding of their specific needs.
✨Showcase Your Regulatory Knowledge
Highlight your awareness of the regulatory requirements affecting high-net-worth individuals. Discuss any relevant legislation you’ve worked with and how you ensure compliance in your previous roles.
✨Demonstrate Relationship-Building Skills
Since the role involves acting as a primary point of contact for clients, be ready to share examples of how you've built and maintained trusted relationships with clients in the past. This will show your ability to provide personalised service.
✨Prepare for Technical Questions
Expect questions related to practical administration tasks, such as record-keeping and banking arrangements. Brush up on your knowledge of trust administration software and be ready to explain how you use it effectively.
