Corporate Associate

A highly reputable client of ours specialising and operating within the Trust & Corporate Services sector is looking to onboard a Corporate Associate to join their team of professionals

Duties:

• Developing and maintaining strong relationships with UBOs, clients, family offices and business introducers
• Being the main point of contact for a selected portfolio of UBOs, clients and others, addressing queries and concerns in a timely manner
• Critically analysing proposed transactions from a legal, tax and corporate perspective, and providing tailored solutions where necessary
• Managing and overseeing the execution of client transactions or restructuring projects, ensuring timely delivery and exceeding client expectations
• Advising the board of directors on client transactions
• Reviewing/drafting commercial, corporate and corporate governance documentation
• Administering legal and trust structures, including the formation and dissolution of legal entities predominantly in Malta and handling other ancillary formalities
• Assisting the client relationship team with accounting and tax-related matters
• Responsible for AEoI assessment and reporting
• Responsible for the performance (quality and quantity) of direct reports in order to optimise performance
• Coordinating with the client accounting team to resolve issues and enhance the client experience
• Collecting the necessary KYC and CDD documentation and information and ensuring that all client files are in order from an AML/CFT perspective
• Other related duties as may from time to time be reasonably required
• Any other activities connected to the above activities.

• A minimum of 5 years relevant experience working within the TCSP, accounting, tax or audit sectors.
• Proven track record of managing portfolios of entities ultimately owned by UHNW families
• Experience working in a dynamic organisation and ability to build bridges between different stakeholders within the company
• Strong leadership skills and excellent communication skills
• Culturally sensitive and experienced in dealing with multiple nationalities and business cultures
• Excellent verbal and written communication skills in English