Senior Private Capital — Associate Director

Itchyfeet Recruitment Agency

Saint Helier

On-site

GBP 90,000 - 120,000

Full time

4 days ago
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Job summary

Itchyfeet Recruitment Agency is assisting a prestigious client in Jersey to recruit an experienced Associate Director in Private Capital. The role focuses on proactive entity management and high standards of service throughout the entity lifecycle, with significant client and third-party interaction.

Based in a jurisdiction serving HNW international families, the role involves collaboration with Client Directors, data accuracy, regulatory compliance, and mentoring junior staff, with occasional

Qualifications

  • Ability to act independently while knowing when to seek guidance.
  • Collaborate with Private Wealth colleagues and wider stakeholders.
  • Manage director duties of client entities and affiliate members as required.
  • Ensure ongoing compliance with internal policies and regulatory/legal requirements.
  • Identify cross-sell opportunities and liaise with Client Directors accordingly.
  • Share client and structure knowledge with nominated alternates.
  • Be prepared for occasional business travel.

Responsibilities

  • Work with Client Directors on proactive entity management and maintenance through the lifecycle.
  • Keep entity data accurate and up to date per policies and procedures.
  • Deliver client work and communications in line with the client’s vision and service standards; keep KPIs current.
  • Communicate effectively with clients and third parties, showing technical awareness and cultural affinity.
  • Support fiduciary decision-making with thorough case inputs for risk forums and governance discussions.
  • Liaise with third-party service providers to fulfill client needs and build relationships for referrals.
  • Maintain time recording to meet utilisation and profitability targets; demonstrate commerciality.
  • Undertake reviews and workflows, address issues, and share learnings with the team.
  • Ensure timely completion of regulatory filings and risk review actions.
  • Mentor junior Client Management staff and model appropriate team behaviours.

Job description

Itchyfeet Recruitment Agency is assisting a prestigious client in Jersey to recruit an experienced Associate Director in Private Capital. The role focuses on proactive entity management and high standards of service throughout the entity lifecycle, with significant client and third-party interaction.

Based in a jurisdiction serving HNW international families, the role involves collaboration with Client Directors, data accuracy, regulatory compliance, and mentoring junior staff, with occasional

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