Senior Consultant or Mandate Head – IWS / Private Clients

Independently manage and coordinate assigned client mandates in line with their complexity and your level of experience, including complex trust and corporate structures, taking ownership of administrative tasks.

Plan and allocate tasks and responsibilities across entities and jurisdictions; and proactively balancing different expectations and priorities.

Monitor deadlines and workflows to ensure efficient, high-quality and client-focused service delivery.

Coordinate the administration of companies, trusts and foundations, including contracts, documentation, compliance, payments, filing, and the maintenance of client and structure data.

Coordinate the establishment and liquidation of companies, trusts and foundations.

Liaise with the responsible accounting specialists on the preparation of quarterly, semi-annual and annual financial statements, including notes where applicable.

Support Senior Managers, Directors and Partners in client relationship management and client acquisition, and the preparation for and participation in client meetings.

Provide professional guidance to team members, promote knowledge sharing, and contribute to the continuous improvement of internal workflows and processes.

KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. In our multicultural company, we employ around 180 experts from over 25 different nationalities.

• Relevant professional or higher education, such as a Bachelor’s degree in business administration, a law degree, a Diploma in International Trust Management (ITM), TEP, or an equivalent qualification.

• Alternatively, a commercial education combined with relevant professional experience.

• Several years of relevant professional experience in trust and corporate administration, fiduciary services, banking or a related field.

• Extensive hands-on experience in the administration of companies, trusts and foundations, particularly in compliance, payments, documentation, client and structure data, and financial reporting.

• Excellent organisational and planning skills, with a demonstrated ability to manage competing deadlines and priorities across multiple client mandates and to coordinate internal and external specialists to ensure timely completion and follow-through.

• An in-depth understanding of complex trust and corporate structures across jurisdictions, including the roles and responsibilities of the parties involved.

• Strong analytical skills, with the ability to handle day-to-day business matters, recognise risks and coordinate appropriate input from legal, tax and compliance specialists.

• A high level of personal responsibility, and resilience supported by a structured, meticulous approach and strong attention to detail.

• A strong client-service mindset and a commitment to delivering high-quality work.

• A professional demeanour, clear communication skills and the ability to adapt to different client situations and needs.

• A collaborative team player who shares knowledge, supports colleagues and actively contributes to improvements.

• Good working knowledge of Microsoft applications and experience using AI tools.

• Experience with document management systems such as SharePoint and with financial management systems such as Abacus, is an advantage.

• Good written and spoken business English.

• German, Greek or additional language skills are an advantage, depending on market allocation.