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Position Details
Position
The TL PWS is a specialist team of relationship managers which caters specifically for the
needs of wealthy families, family offices and owner-managed businesses. You will work
closely with your team to manage a portfolio of private wealth clients covering a variety of
foundations, trust and offshore structures. This role requires excellent attention to detail
and someone who is a technical expert with foundations, trusts and offshore structures.
Responsibilities:
Responsibilities include but are not limited to:
Management