Associate Director, Private Clients - Jersey

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 70,000 - 100,000; Full time

Job summary

A reputable fiduciary services provider is seeking an Associate Director for its Private Wealth team in Jersey. The role involves managing client relationships, overseeing team performance, and ensuring financial profitability. Applicants should have at least 10 years of relevant experience and hold a professional qualification such as ACCA or ICSA. A strong management background and the ability to travel are required.

Qualifications

• At least 10 years of relevant experience in fiduciary administration or financial services.
• Strong management skills with a drive to create a high-performance culture.
• Willingness and ability to travel to meet clients and advisors.

Responsibilities

• Manage Private client relationships, including revenue generation.
• Coordinate the team to deliver high-level client services.
• Act as an Alternate Director and Authorised Signatory as required.

Skills

Client relationship management

Revenue generation

Management skills

Financial performance oversight

Education

Professional qualification such as ACCA or ICSA

Job description

Overview

Our client is a reputable provider of fiduciary services seeking to recruit an Associate Director to join its Private Wealth team based in its Jersey office.

Responsibilities

• Manage Private client relationships, including client relationship management, revenue generation and day-to-day service matters.
• Coordinate the team to deliver high level client services.
• Act as an Alternate Director and Authorised Signatory as required.
• Oversee the team personnel to deliver service to clients.
• Take ownership and responsibility for profitability and financial performance of the service and assist with SLAs and KPIs to ensure close monitoring of performance.

Qualifications and experience

• At least 10 years of relevant experience in a fiduciary administration or financial services environment.
• Professional level qualification such as ACCA or ICSA.
• Strong management skills with a drive to create and instill a high-performance culture.
• Willingness and ability to travel to meet with clients, advisors and prospective clients as required.

How to apply

For further details please contact Faron Le Prevost on 01534 753009 or send your current CV with any other relevant information by email to [e-mail].

AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you consent to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our privacy policy can be found at https://www.apgroupglobal.com/privacy-notice/