Associate Director Private Capital

Alexander Daniels; Jersey Marine; Presencial; GBP 75 000 - 110 000; Tempo integral

Resumo da oferta

Alexander Daniels is seeking an experienced fiduciary professional to join its private capital team in a senior role, managing international client structures and delivering exceptional service throughout the full lifecycle of fiduciary arrangements.

The role emphasizes governance, risk management, regulatory compliance, and mentoring junior colleagues, with opportunities to lead strategic initiatives across multiple jurisdictions.

Qualificações

• 5-10 years’ experience with high-net-worth international families and complex fiduciary structures.
• Relevant professional qualifications such as STEP, CGI (ICSA), accountancy or legal accreditation.
• Strong knowledge of trust and company administration, governance, and regulatory requirements.
• Experience managing sophisticated international wealth structures independently.
• Excellent understanding of KYC, AML, CFT, and compliance obligations.
• Strong relationship management with clients, advisors and professionals.

Responsabilidades

• Manage and oversee complex international fiduciary structures from onboarding through full lifecycle.
• Collaborate with senior stakeholders to ensure high standards of client service and relationship management.
• Maintain accurate entity records in line with internal policies and regulatory requirements.
• Prepare governance, risk, and decision-making submissions and recommendations.
• Liaise with clients, intermediaries, advisors, and service providers across jurisdictions.
• Oversee periodic reviews, regulatory filings, and risk-management actions.
• Monitor profitability, utilisation, and commercial performance through time recording and resource management.
• Identify opportunities to strengthen client relationships and support business development.
• Mentor and support junior team members, sharing knowledge and encouraging development.
• Contribute to strategic projects, process improvements, and departmental initiatives.

Conhecimentos

Relationship management

Regulatory awareness

KYC/AML/CFT

Strategic thinking

Leadership & mentoring

Communication

Problem solving

Formação académica

STEP certification

CGI/ICSA accreditation

Accounting qualification

Legal accreditation

Ferramentas

Fiduciary administration systems

Microsoft Office

Descrição da oferta de emprego

An exciting opportunity has arisen for an experienced fiduciary professional to join a leading private capital team. This is a senior position responsible for managing complex international client structures, supporting high-net-worth families, and delivering exceptional client service throughout the full lifecycle of fiduciary arrangements.

What You’ll Do

• Manage and oversee complex international fiduciary structures from onboarding through their full lifecycle.
• Work closely with senior stakeholders to ensure the highest standards of client service and relationship management.
• Maintain accurate and up-to-date entity records, ensuring compliance with internal policies and regulatory requirements.
• Prepare comprehensive submissions and recommendations for governance, risk, and decision-making forums.
• Liaise effectively with clients, intermediaries, advisors, and service providers across multiple jurisdictions.
• Oversee periodic reviews, regulatory filings, and risk management actions, ensuring issues are addressed promptly.
• Monitor profitability, utilisation, and commercial performance through accurate time recording and effective resource management.
• Identify opportunities to strengthen client relationships and support broader business development initiatives.
• Mentor and support junior team members, sharing technical knowledge and encouraging professional development.
• Contribute to strategic projects, process improvements, and departmental initiatives as required.

What You’ll Need

• 5-10 years’ experience working with high-net-worth international families and complex fiduciary structures.
• A relevant professional qualification such as STEP, CGI (formerly ICSA), accountancy, or legal accreditation.
• Strong technical knowledge of trust and company administration, governance, and relevant regulatory requirements.
• Proven experience managing sophisticated international wealth structures independently.
• Excellent understanding of KYC, AML, CFT, and wider compliance obligations.
• Strong relationship management skills with the ability to engage confidently with clients, advisors, and other industry professionals.
• Sound commercial awareness and the ability to balance client service with business objectives.
• Excellent communication, organisational, and problem-solving skills.
• A collaborative approach and the ability to lead, mentor, and support colleagues.
• Experience using fiduciary administration systems and Microsoft Office applications.

Why Join?

• Take ownership of complex and prestigious international client relationships.
• Play a key role in fiduciary governance, risk management, and strategic decision-making.
• Work with high-net-worth families and sophisticated wealth structures across multiple jurisdictions.
• Enjoy a varied role combining client management, technical expertise, and leadership responsibilities.
• Mentor and develop junior professionals while advancing your own career.
• Join a collaborative and ambitious team committed to delivering exceptional service standards.

More information about this role is available upon request – contact the team today for further details.