V10394: Associate Director, Private Clients
Our client is looking for an Associate Director to join their busy Private Client division. The principle responsibilities are the 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.
- 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
Applicants should have a minimum of 7 years professional experience with a particular focus on Private Clients as well as hold a Category A or B professional qualification under the JFSC Codes of Practise.