Job Description

Key Responsibilities

• Convert new leads into long-term clients through proactive outreach, relationship building, and effective follow-up.
• Guide clients through onboarding, ensuring smooth documentation collection and compliance with KYC requirements.
• Develop client-specific solutions by leveraging deep knowledge of products, jurisdictions, and market trends.
• Collaborate with cross-border teams to deliver seamless onboarding and high-quality service.
• Conduct market research, attend industry events, and pursue targeted outreach to build visibility and generate leads.
• Maintain regular communication with clients, nurturing relationships and identifying new opportunities.
• Monitor industry developments, legislation, and competitor offerings to inform business strategy.
• Negotiate engagement terms and manage compliance requirements with new clients.
• Ensure business take-on processes meet company’s standards for quality and turnaround.
• Support ad-hoc projects and contribute to broader business development initiatives.

Requirements

• Bachelor’s degree in Law, Accounting, or related discipline.
• Proven experience in private wealth and offshore corporate structures.
• Strong technical expertise in private client services, including corporate entities, trusts, and funds.
• Familiarity with UK, BVI, and Cayman Islands regulations, corporate transactions, and succession instruments.
• Solid understanding of compliance and risk management procedures.
• Ability to coordinate complex multi-jurisdictional proposals across multiple business lines.
• Established industry network is highly desirable.
• Excellent written and spoken English; proficiency in additional languages is an advantage.
• Willingness to travel regularly.
• Results-driven, self-motivated, and able to manage priorities independently.
• Strong interpersonal skills with proven ability to build and sustain client and partner relationships.
• Previous client-facing and relationship management experience is essential.