Our client is seeking a Director in the Private Wealth sector to provide strategic leadership and governance oversight across a portfolio of private client and fiduciary structures. This is a full-time, permanent role that combines board-level responsibility, client relationship leadership, and risk oversight, ensuring the highest standards of governance, regulatory compliance, and service delivery are maintained. You will work closely with clients, regulators, and senior stakeholders, helping to shape the direction of the business and support the continued growth of the Private Client service line. This is an opportunity to influence decision-making at the highest level, drive operational excellence, and foster a culture of accountability, innovation, and client service excellence.
Job Duties:
- Act as Director on client entities, corporate director companies, corporate trustees, and, where appropriate, regulated entities, fulfilling fiduciary, governance, and regulatory responsibilities.
- Provide strategic oversight across client structures, ensuring robust governance frameworks, effective risk management, and compliance with applicable legal and regulatory requirements.
- Serve as a trusted adviser to clients, supporting complex decision-making and helping safeguard their long-term interests.
- Contribute actively to senior leadership forums, including commercial, risk, and governance committees, influencing business strategy and decision-making.
- Champion operational excellence by strengthening controls, improving processes, and ensuring services are delivered efficiently and effectively in line with client expectations.
- Lead, mentor, and develop high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement.
- Sponsor and support strategic projects, transformation initiatives, and business change activities that enhance client outcomes and operational performance.
- Maintain strong relationships with regulators, professional advisers, and key stakeholders while promoting the organisation's reputation for excellence, integrity, and professionalism.
Job Requirements:
- 15+ years' experience within trust, company administration, fiduciary services, or a related professional services environment, including significant leadership and board-level exposure.
- Professionally qualified (e.g. STEP, CGI/ICSA or equivalent) with a strong technical understanding of trust administration, company law, fiduciary responsibilities, and the tax implications of complex structures.
- Demonstrated experience acting as a Director, Trustee, or senior fiduciary professional, with the ability to meet regulator expectations and effectively discharge governance responsibilities.
- Strong commercial, risk management, and strategic leadership capabilities, with experience overseeing regulated businesses, complex client structures, and transformational initiatives.
- Excellent stakeholder management and influencing skills, with the ability to build trusted relationships with high-net-worth clients, regulators, advisers, and senior business leaders.
- Strong financial, taxation, and wealth structuring knowledge, combined with the ability to lead change, drive innovation, and position the business for long-term success.
- Desirable: Experience in Private Client services and proven Director or senior fiduciary experience with board-level responsibility.
What You’ll Love:
Our client values a client-centric approach, ambition, agility, collaboration, and ethical behaviour. You will be part of a culture that empowers professionals to deliver specialist solutions for clients while seizing opportunities for personal and professional growth in a dynamic environment.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
