ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590
Associate Director, Private Client
Client Service
• Responsibility for the high-level oversight of the administration of a portfolio of trust
and company structures, in particular those of a highly complex nature.
• Ensuring that the quality of the service given to all clients is excellent and in accordance
with agreed and expected professional standards.
• Oversee the incoming and outgoing workflow of the section, with a view to ensuring
prompt, effective and proactive responses to client needs.
• Working with your team to develop strong client relationships.
• Attend meetings with clients both locally and in other locations as required.
• Liaise with clients, agencies and professional advisors as appropriate.
• Provide advice and guidance as required to staff, ensuring they are focused on client
needs and quality administration, including training, coaching and development as
necessary.
• Assisting your team with complex transactions and solution driven resolutions.
• Make decisions and manage client and business affairs in the absence of Directors.
• Implement policy changes in accordance with the company’s procedures manual in
order to meet the strategic objectives of the business
• Ensure the performance of the team’s investment portfolios are monitored in
accordance with company procedures.
• Deliver on all risk review targets for your team’s portfolio.
Client Board Representation
• Representation on a range of unregulated client boards providing entity direction and
oversight.
• Execute the responsibilities of a company director according to lawful and ethical
standards.
Financial
• Work with Directors to implement business plans in order to achieve the department’s
stated objectives.
• Assist in monitoring your team’s revenue and costs in line with budget.
• To meet all budgeted financial metrics set for your team.
ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590
• Provide input on budgets, manpower planning and productivity as required.
• Assist in Implementing robust financial discipline with the teams.
• Collate own data to support achievement of Key Performance Indicators.
New Business
• Active participation in new business generation ensuring the growth of the business
from both existing and potential clients.
• Develop client and intermediary relationships including seeking opportunities for cross-
selling Hawksford’s products and services.
• Evaluate, manage and deliver new key accounts.
• Initiate and support marketing initiatives to help drive revenue.
• Ensure profitable delivery of work through effective cross business/department/team
relationships and processes.
• Maintain/increase the profitability of the existing client base and creating opportunities
for new business.
• Develop and promote profitable new service lines and associated standards.
• All potential new business to be reviewed within 48 hours of receipt.
• Ensure that new business is taken on in accordance with Hawksford’s take-on
procedures
Leadership
• Contributing to the development of the strategy and provide strategic
direction/leadership within the business.
• To ensure that the objectives of the Company, as agreed by the board, are fully, promptly
and properly carried out, applying good governance and clear strategic planning
principles.
• Participate in various business projects or volunteer members of your team as required
and appropriate.
• Deliver policy changes required to meet the strategic objectives of the business.
• Such other duties as the management may at times reasonably require.
• Work with your team to develop strong interpersonal skills with all stakeholders.
• Identify barriers to service and be an ambassador for change.
• Inspire staff through your positivity, effectiveness and results.
ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590
• Live the Hawksford Values of Collaborative, Expert, Confident and Trusted.