Associate Director, Private Wealth

Our client is an independent, leading provider of bespoke private wealth and corporate administration services, catering to companies, individuals, and families globally. This role is integral to the private wealth division, which prides itself on delivering efficient, informed, and personal service in a fast-paced environment. The successful candidate will possess extensive knowledge to identify and provide a range of complex client solutions. Key responsibilities will include reviewing and approving payments and board resolutions as an A signatory, ensuring adherence to internal policies and procedures, and providing advice on potential business improvements to directors and senior management. The Associate Director will also liaise with internal departments on intricate legal, accounting, and taxation matters, interact with clients and intermediaries on complex issues, and assist in training team members. This position requires managing a diverse client portfolio and ensuring that financial targets set by the business are met. The role is full-time.

Job Duties:

• Utilise extensive knowledge to provide a range of complex client solutions.
• Review and approve payments and board resolutions as an A signatory.
• Ensure adherence to internal policies and procedures.
• Identify and recommend business improvements to senior management.
• Liaise with internal departments on legal, accounting, and taxation matters.
• Communicate with clients and intermediaries regarding complex issues.
• Assist in training team members on complex queries and problems.
• Conduct performance and objective reviews of team members.
• Oversee the management of the team and maintain a complex client portfolio.
• Ensure team meets financial targets as set by the business.

Job Requirements:

• A minimum of 10 years’ relevant experience managing a portfolio of clients.
• Relevant qualifications such as STEP, ACCA, or equivalent.
• Significant experience in a client-facing role, particularly with high-net-worth clients.
• Strong written and verbal communication skills.
• Excellent problem-solving abilities.
• Proven ability to work within a team and lead effectively.
• Capability to work to deadlines with minimal supervision.

What You’ll Love:
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In this role, you will play a crucial part in maintaining and enhancing the firm’s esteemed reputation within the private wealth industry. You will collaborate within a supportive environment that values open communication and teamwork, as well as opportunities for professional growth and development. Our client is committed to nurturing a culture where every voice is heard, and by joining, you will contribute to the ongoing success of the organisation.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here