Purpose of Role
The Associate Director will act in a supportive role to members of the senior leadership team, to lead the day to day client facing activity ensuring this is aligned to and promotes the business’ strategy and culture. The role holder will also be responsible for growing their own portfolio of clients by actively engaging in business development activities. The role will centre around servicing existing and new clients as the business grows. This will encompass all client servicing aspects from on-boarding new clients and ensuring client files are up to date and compliant through to client dealing processes and managing regular communications regarding holding data and product updates. The Associate Director will promote the business objectives, whilst driving morale by providing support and guidance (technical and otherwise) to their team. They will have direct responsibility and accountability for delivery of risk and operational targets and key risk indicators for their team’s portfolio of clients.
Key Accountabilities
- They will interact directly with their clients and be responsible for client communication
- The Associate Director will achieve personal and team targets as set out for their role for time recording, utilisation and working capital management.
- A successful Associate Director will use technical capability to identify and mitigate risk within the team’s client book, escalating where necessary and required in accordance with policies.
- The role holder will be responsible for providing regular technical and professional coaching to the wider teams to ensure that they are kept up to date with any regulatory, legal or tax changes that impact their work and that they are aware of the wider impact of both opening and closing clients.
Knowledge and Technical Experience
- The successful applicant will have significant industry experience of working with High Net Worth clients and on complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of high net worth clients both from prior experience and through driving the performance of others.
- The role holder will have demonstrable experience of leading, coaching and supporting colleagues and prior managerial experience of Senior Manager/Manager level and below is essential.
- The Associate Director will put our clients at the centre of everything they do, building relationships with their clients, team, Board directors, the operational team, and external parties.