Description

A technical expert position responsible for providing specialized knowledge in private wealth services
without supervisory duties. This role serves as the primary subject matter expert for trust structures, tax
treatments, and technical requirements while delivering training and guidance on complex matters.
Core Responsibilities:
• Provide technical leadership in private wealth services
• Drive technical excellence and standards
• Provide expertise to help develop technical training materials with Global Technical Training Team
• Monitor regulatory and industry changes
• Resolve complex technical matters
• Guide implementation of best practices
• Champion quality control processes
Tasks:
• Review complex technical deliverables
• Provide technical guidance and training
• Monitor changes in accounting standards
• Develop technical procedures
• Resolve complex accounting queries
• Lead technical implementations
• Review complex client structures
• Guide regulatory compliance matters
• Monitor team's quality KPI and provide recommendations to Manager
• Develop technical documentation
• Address escalated technical issues
• Support team members on their technical questions, as needed
• Perform other related duties as assigned for role and business needs

Qualifications

Educational Background:
• Bachelor’s degree in Accounting or a related field & ACCA Qualified or ACA would be an
advantage
Professional Experience:
• 6+ years of experience, with a minimum of 4 years in private wealth or trust administration
Skills and Key Behaviours:
In addition to upholding our Group Values (Authentic, Bold, and Collaborative), the role holder will be
expected to demonstrate the following:
• In-depth expertise in trust structures, tax treatments, and regulatory frameworks
• Ability to design and implement technical procedures and training
• Strong proficiency in accounting systems and compliance monitoring
• Excellent technical and analytical abilities
• Clear and concise communication skills for training and guiding teams
• Capacity to handle high-pressure situations with professionalism
• Committed to maintaining technical excellence and standards
• Collaborative mindset with a focus on team and organizational success
• Adaptable to regulatory and industry changes

Additional Info

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.