Senior Associate – Private Wealth

We are looking for a Senior Associate – Private Wealth to join a Global Corporate Services Firm. This role involves managing a portfolio of complex and high-value accounts with accuracy and precision.

In this role, the successful candidate will liaise directly with clients and professional advisers, handling day-to-day administration matters, drafting correspondence, and supporting complex transactions. They will also assist in meeting team revenue targets by accurately recording timesheets, managing debtors, and contributing to cash collection efforts.

To succeed in this role, the ideal candidate should have several years of experience in the Corporate Services Provider industry. A relevant qualification such as STEP or a basic understanding of tax compliance issues would be advantageous. Strong organisational skills, attention to detail, and excellent communication abilities are essential, along with the ability to work independently and as part of a team.

If you are proactive, client-focused, and eager to develop your career in private wealth, we encourage you to apply.

More information about this role is available upon request – contact the team today for further details.