Associate Director, Private Client

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in the United Kingdom is seeking an experienced Associate Director for their Private Client Service Line. The successful candidate will manage client portfolios, provide exceptional service, and support team development. Candidates must have over 10 years of experience in Trust Administration and Jersey Trust Law. This full-time role offers significant opportunities for professional growth and impact within the organization.

Qualifications

• 10+ years' experience in Trust and Jersey Trust Law or Company Administration.
• Strong technical knowledge in Trust Administration and Company Administration.
• Proven experience in managing teams and client portfolios.

Responsibilities

• Supervise administration for assigned client portfolios.
• Ensure compliance with internal policies and procedures.
• Manage and develop team members and oversee appraisals.

Skills

Trust Administration

Jersey Trust Law

Client Communication

Risk Management

Supervisory Skills

Job description

Our client is seeking an experienced Associate Director to join their Private Client Service Line. This full-time position offers an exciting opportunity to be instrumental in managing and developing a diverse portfolio of clients. You will play a key role in implementing business strategies aimed at enhancing growth and expansion. If you are passionate about delivering exceptional client service and have a strong background in trust administration, this role could be your next career move.

Job Duties:

• Supervise all aspects of administration and service for assigned client portfolios.
• Ensure compliance with internal policies and procedures while addressing all administration and client service matters.
• Attend meetings with clients and advisors to cultivate relationships and provide excellent service.
• Communicate efficiently with clients, their advisors, and third parties, ensuring timely responses to correspondence.
• Administer trusts, companies, partnerships, and other legal entities while consulting with Directors on technical or legal matters.
• Maintain relevant entity records and oversee the day-to-day management of client affairs.
• Stay updated on developments within the sector to inform best practices.
• Participate in management meetings relevant to the service line and jurisdiction as needed.
• Act as an authorised signatory in accordance with company policies.
• Actively source and drive new business opportunities, including identifying cross-selling chances.
• Manage and develop team members, providing training and technical guidance, and oversee appraisal processes.

Job Requirements:

• A minimum of 10 years' experience in Trust and Jersey Trust Law, Company Administration, or a similar financial services environment.
• Comprehensive technical knowledge in Trust Administration, Jersey Trust Law, Company Administration, Jersey Company Law, and tax implications of various structures.
• Proven supervisory experience with strong IT proficiency.
• Excellent communication, interpersonal, organisational, and prioritisation skills.
• Ability to perform under pressure and meet deadlines while exercising initiative and decision-making within company policies.
• A proactive and solution-driven attitude, with a sound understanding of risk management.

What You'll Love:

Our client values a workplace that embraces their core values: client-centricity, ambition, agility, collaboration, and ethics. You will become part of a team dedicated to delivering exceptional services to clients, while also fostering your professional growth through supportive management and vibrant team culture. This role not only enhances your skills but also provides the opportunity to make a significant impact within a globally recognised organisation.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here