Job title: Associate Director, Private Clients
Job type: Permanent
Emp type: Full-time
Industry: Accounting
Job published: 28-11-2024
Job ID: 36440

Job Description

An exciting opportunity has arisen for an Associate Director to join a leading private client services team in Jersey. This is a senior management role focused on managing a portfolio of high-net-worth clients, including wealthy families, family offices, and owner-managed businesses. The successful candidate will be responsible for overseeing a variety of trust structures and ensuring that client portfolios are expertly managed.

The role requires a technical expert with a strong understanding of trust structures and a keen eye for detail. It also involves contributing to the development of regulatory, compliance, and risk management policies, as well as providing leadership and guidance to the team.

Key Responsibilities:

  • Manage and oversee the delivery of client portfolios, offering expert advice and collaborating with the team
  • Act as a director or alternate director for client companies, attending and contributing to board meetings
  • Lead and motivate a team to achieve business goals, ensuring performance targets are met
  • Ensure effective communication and adherence to company values across the team
  • Build and maintain strong client relationships and contribute to business development opportunities
  • Provide guidance and development to team members, helping them to grow and excel in their roles

Key Requirements:

  • Experience in a similar role, ideally within private client services or trust administration
  • JFSC Category A employee with a Table 4 qualification
  • Proven leadership skills and the ability to inspire and develop a team
  • Strong interpersonal and communication skills
  • Excellent problem-solving abilities and a proactive approach to client service

This is a fantastic opportunity for a driven professional looking to make a significant impact in a dynamic, client-focused team. If you are passionate about providing exceptional service and have the leadership skills to guide a team, we would love to hear from you.