Strategic Risk Reviewer, Private Wealth & Corporate Services

Our client is a leading independent provider of bespoke private wealth and corporate services, catering to a diverse clientele across the globe. The position of Strategic Risk Reviewer is crucial in ensuring that all client and entity reviews are executed in accordance with established policies and within designated timelines. This role involves managing direct reports in an inclusive manner, fostering their development and growth. The individual will support team members and other business units as required and is responsible for meeting objectives set forth in relevant software within the stipulated timeframe, while documenting any challenges encountered. This position also entails identifying and implementing personal objectives annually, in addition to those set by line management. The role operates within a fast-paced environment, offering opportunities to engage with a variety of international clients across multiple asset classes.

Job Duties:

• Conduct entity reviews, including Trusts, Foundations, Companies, Partnerships, and other legal entities, in accordance with established policies and procedures.
• Undertake initial, periodic, property, exit, and non-managed investment company reviews, alongside ad hoc reviews as identified.
• Assist with reviews for other Group jurisdictions, navigating inter-group policies and regulatory requirements.
• Facilitate training and development for administration staff on an ad hoc basis.
• Raise Review Action Points clearly and concisely, identifying trends leading to such points.
• Highlight training and development needs and provide feedback to line management.
• Maintain registers and task workflows, ensuring accurate data for internal and external reporting.
• Support the processing of Entity workflows across various business units and assist with internal improvement initiatives.
• Contribute to drafting and updating policies and procedures based on improvement initiatives.

Job Requirements:

• A minimum of 5 years' relevant experience in a trust and company environment.
• ICSA/STEP qualification or similar is preferable.
• Strong communication skills for effective liaison with Directors and Administration teams.
• Sound understanding of industry best practices related to risk management and mitigation.
• Intermediate skills in Excel and Word are required.
• Property administration experience is desirable.
• Ability to work autonomously in an organised manner with attention to detail.

What You’ll Love:

This role offers the opportunity to be an integral part of a team during an exciting period of change. Our client is dedicated to fostering a culture that inspires, listens, and builds trust amongst colleagues. You will enjoy a broad and varied role within a supportive environment, with the chance to contribute meaningfully across the business. If you are eager to advance your career and make a significant impact, this is the opportunity for you.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here