Associate Director, Private Capital

Jersey
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We are supporting a leading fiduciary services provider in recruiting an Associate Director to join its Private Capital team. This role will involve managing complex international structures for high-net-worth clients, delivering a high standard of client service and supporting effective risk management and team development.

KEY RESPONSIBILITIES:

  • Work closely with Client Directors to manage client entities throughout their lifecycle, ensuring accurate records, timely filings and compliance with internal policies and regulatory requirements
  • Oversee client deliverables, communications and workflows, maintaining high service standards and addressing risks or issues promptly
  • Support fiduciary decision-making through thorough preparation for risk and investment governance forums
  • Build effective relationships with clients, third-party providers and industry professionals, identifying opportunities to develop existing relationships
  • Monitor risk review actions, regulatory filings, time recording and performance against agreed KPIs
  • Mentor junior colleagues, share technical knowledge and contribute to team development and wider business projects
  • Act as a director, authorised signatory or nominated alternate where required

QUALIFICATIONS AND EXPERIENCE:

  • 5–10 years’ experience servicing high-net-worth international families and managing complex fiduciary structures
  • Strong understanding of local trust and company legislation, regulatory requirements and fiduciary responsibilities
  • Experience working with related industry professionals and a good understanding of investments, property and other asset classes
  • Strong knowledge of KYC, AML, CFT and GDPR requirements
  • Experience using NavOne, document management systems and Microsoft Office applications
  • STEP, ICSA, accountancy or legal qualifications would be advantageous

SKILLS AND ATTRIBUTES:

  • Strong interpersonal, communication and relationship management skills
  • Collaborative team player with a commitment to high service standards and effective risk management
  • Committed to ongoing professional development and maintaining up-to-date technical knowledge
  • Must be Entitled or Entitled to work in Jersey

 

Permanent
2 days ago
Job Title
Associate Director, Private Capital
Reference
914
Job Category
Trust Administration
Job Location
Jersey
Job Salary
Negotiable
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