Titre de fonction: Family Office Manager
Type de Job: CDI
Catégorie d'emploi: Plein-temps
Industrie: Trust & Estate Planning
Expertise: Administration & Support
Localisation: London, UK
Offre publiée: 11/03/2020
Numéro de l'offre: 32871
Nom du contact: Nathalie Ellison
Numéro de téléphone: +41 22 718 03 10
Email: n.ellison@lotuspartners.ch

Description de poste

For one of our clients, a Family Office based in London, we are looking for a :




Job description

  • Oversee the family's investment portfolios both in Trust and in their personal name, making sure all capital calls are met, managing cash deposits, liaising with banks and investment advisors for all documents needed
  • Liaise with business partners, accountants, solicitors, bankers, investment managers, service providers, and trustees
  • Manage trust and company bank accounts, prepare and distribute bank instructions, authorise online payments and organise call-backs
  • Assist with the Family's estate planning
  • Manage an extensive portfolio of properties in the UK, Spain, US and South America to make sure they are running smoothly (cost management, repairs, refurbishments, rentals, assisting on purchases or sales)
  • Liaise with Spanish-speaking assistant in Spain and South America to keep track of expenses, make payments and organize house rentals
  • Keep an art inventory updated and insured accordingly
  • Make all insurance claims, specially health insurance claims and follow up on reimbursements
  • Negotiate contracts such as insurance, travel agencies, leasing and contractors


Profile required

  • University degree
  • Previous experience in a similar role within a Family Office or a Trust company
  • Advanced Word and Excel skills
  • Able to work under pressure and multitasking between different projects
  • Good communicator both written and oral
  • Detail oriented, proactive and well organised
  • At ease with numbers and autonomous
  • Fluent in English and Spanish (French a plus)
  • UK residence or willing to relocate in London


All files will be treated with the utmost confidentiality