Are you ready to take your career to new heights? We have an extraordinary opportunity for a talented and motivated Client Director to join our client and serve as a trusted advisor to discerning private clients. With a relentless focus on delivering exceptional service and building long-lasting relationships, this is your chance to lead a team and shape the future of the private client division.

The team is dedicated to providing personalised and comprehensive solutions to their private clients, helping them navigate their financial journey with confidence and peace of mind. With a strong commitment to excellence and a team of seasoned professionals, the company strives to exceed expectations and deliver unparalleled service in every interaction.

In return our client offers a competitive package with flexible working and an opportunity to make a significant impact on the financial lives of private clients. Unleash your passion for exceptional service and be part of a team that strives for excellence every day.

KEY RESPONSIBILITIES:

• Foster and maintain strong relationships with high-net-worth clients, earning their trust as a reliable and knowledgeable advisor
• Understand clients' financial goals, aspirations, and risk appetite, providing personalised solutions and comprehensive wealth management strategies
• Lead a team of private client professionals, providing guidance, mentoring, and support to drive their success and professional development
• Collaborate with cross-functional teams, including investment advisors, tax experts, and legal professionals, to deliver holistic solutions to clients
• Identify new business opportunities, drive organic growth, and expand our private client portfolio through proactive business development initiatives
• Stay abreast of market trends, industry developments, and regulatory changes to ensure the highest level of client service and compliance
• Continuously enhance client experiences, implementing innovative strategies and leveraging digital tools to deliver seamless and a personalised service
• Be responsible for your team’s “Anti Money Laundering” and “KYC” obligations and to ensure the team conduct

QUALIFICATIONS AND EXPERIENCE:

• Educated to degree level or equivalent
• Preferably LLB / ACA / ICSA / STEP qualified
• Full competence (Level 4 equivalent) to run own client portfolio and hold a sufficient understanding of all the service lines within the business
• A thorough knowledge of regulation relating to Trust Company Business
• Deep understanding of best practice in anti-money laundering and corporate governance

SKILLS AND ATTRIBUTES:

• Exceptional communication and interpersonal skills to build trusted relationships and effectively engage with clients at all levels
• Strong leadership abilities, with a track record of successfully managing and inspiring teams
• Business acumen and a proven ability to identify and seize opportunities for business growth
• A commitment to upholding the highest ethical standards and a strong focus on client-centricity