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Associate Director - Private Wealth

Purpose of the role:

Our client is looking for someone who is able to manage and develop a team of Administrators in providing expert private wealth administration services in order to manage, maintain and grow client relationships.

Responsibilities:

  • Manage the administration of the more complex requirements of a large private wealth portfolio, working closely with the Director and Managers in the team
  • Act as a higher authority on day-to-day administration queries and as 4-eyes signatory, ensuring that company policy and professional guidelines are adhered to and that a professional quality service is provided to clients and outside contacts
  • Acting as a Director of various client companies with a particular focus on private wealth
  • Attending meetings either locally or in London/UK to meet with clients and intermediaries

Skills required:

  • Strong professional background with over 10 years in private wealth services. Considerable practical experience, supported by a relevant professional qualification such as ACCA, ACA, ICSA, STEP is necessary, alongside hands on experience in managing private wealth engagements
  • Previous experience with acting as a Director on the Boards of private wealth clients, committed and driven to achieving excellence for themselves, their client and their team
 

Trust & Company Administration

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