Associate Director – Private Clients

J29801
Negotiable

Our client is looking for an Associate Director within Private Client Division to deal with management of a portfolio of Ultra High Net Worth clients holding wide ranging asset classes through trust structures reporting to one or more Directors, overseeing an administration team and taking part in new business development.

Key responsibilities:

Provision of high quality client service to a varied portfolio of predominantly Ultra High Net Worth clients liaising with clients and advisers
Ensuring that all day to day matters required to be completed are performed in a timely and satisfactory manner
Establish, build and manage strong relationships and networks with intermediaries and internal contacts, assisting with new business enquiries and the implementation of new structures
Overseeing and providing technical support to the administration team with responsibility for the development of team members

Skills / experience requirements:

A minimum of 7 years’ overall experience in a similar role with a particular focus on Private Clients
A track record of developing revenue from new and existing clients
Excellent networking, communication, organisational and leadership skills
Proven ability to manage a team
A good understanding of Jersey trust and company law and other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues
A keen awareness of risk issues in the context of fiduciary responsibilities
Hold a Category A or B professional qualification under the JFSC Codes of Practise

Please contact ASL for further information on 01534 500000

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