Purpose of the role:
The Client Director is accountable for a client portfolio of trust, company and/or private office activity and is expected to lead the delivery of client relationships and associated work.
Responsibilities:
- Ensuring the provision of a quality service (trust and company administration, fiduciary services and/or private client work) to targeted clients through developing and maintaining relationships with existing and prospective clients.
- Revenue generation and profitable delivery of client service through efficient delivery of client work, appropriate delegation within the team and accurate recording of time allocation, and eventual billing to the client.
- Identifying opportunities and assisting in the implementation of new business ideas, leading to the development of new streams of income from current clients.
About you:
- You will have a sound knowledge of the global economic climate and its impact on clients and the industry.
- Demonstrate excellent relationship management skills – the ability to create and maintain strong relationships, understanding clients’ needs, wishes and interests as a starting point for enhancing and developing long-term mutually beneficial relationships.