This role is designed for experienced professionals who bring strong technical expertise and the ability to lead teams and resources. It involves assessing complex client needs, identifying emerging trends, and developing innovative solutions where they are not immediately apparent. Individuals at this level are accountable for delivering high-quality, professional services with sound judgement and autonomy, while operating within established policies and standards. Effective planning and coordination across multiple areas of the business are essential to ensure seamless integration of activities and strong overall performance.
Principal Accountabilities:
- Management of client portfolio in a professional manner.
- To assist in the management and development of team members.
- To liaise with clients on a regular basis providing technical advice as necessary in carrying out instructions or considering clients’ wishes in a timely manner.
- Delegate to colleagues and give technical advice where appropriate.
- To control and manage periodic accounts on a client portfolio.
- To prioritise work on structures.
- To review clients’ investment portfolios.
- To prepare for and attend meetings with clients and directors.
- To seek legal assistance in relation to drafting legal complex documents.
- Drafting/preparing highly complex documents i.e. minutes/resolutions/agreements etc as and when appropriate.
- To cover Associate Director’s/Team manager’s portfolio of clients in absence for holidays/sickness.