Our client, a well-established Investor Services Group, is seeking a dynamic and experienced Associate Director, Private Wealth to join their growing team. This is a senior leadership role, offering the chance to drive growth and deliver exceptional services to a prestigious portfolio of private clients.

Join a respected Investor Services Group with a global presence, known for its strong commitment to excellence in client service. In this role, you'll play a pivotal part in the strategic growth of the Private Wealth division, driving both business success and client satisfaction. You'll also benefit from a competitive salary, a comprehensive benefits package, and ample opportunities for professional development and career progression.

KEY RESPONSIBILITIES:

• Pro-actively contribute to initiatives to improve processes to drive operational excellence
• Build and maintain strong relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), ensuring their wealth management needs are met with tailored solutions
• Deliver agreed standards for client service and monitor performance on a regular basis
• Identify and capitalise on new business opportunities within the private wealth sector, enhancing service offerings and expanding the client base
• Maintain a high level of competitor and industry awareness
• Act as an authorised signatory for client matters
• Ensure all private wealth services are delivered in compliance with relevant regulations and internal risk management policies
• Ensure that risk management processes are embedded in the culture, operations and systems
• Maintain up-to-date information on developments in the regulatory environment that affect the business and ensure compliance at all time

QUALIFICATIONS AND EXPERIENCE:

• Professionally qualified and holder of a relevant qualification from a recognised professional body
• Extensive experience within the offshore trust Industry
• Corporate Governance experience and an understanding and experience of risk mitigation

SKILLS & ATTRIBUTES:

• Strong leadership and team management experience, with a proven ability to inspire and develop a high-performing team
• Exceptional client relationship management skills, with a deep understanding of the needs and expectations of HNWIs and UHNWIs
• Must be Entitled or Entitled to work in Jersey