Purpose of the role:
You'll help develop the business by providing and promoting a first class personal service to existing and prospective clients, working closely with Directors and the wider management team to ensure business growth whilst meeting regulatory and internal administration needs.
Responsibilities:
- Member of the senior management team and responsible for the management of various asset classes
- Act as Relationship Lead for a portfolio of clients, maximising revenue from these relationships and achieving client retention
- Work closely with the Director – Client Services in assuming day-to-day responsibility for all matters arising in relation to these areas
Requirements:
- At least 10 years’ experience working in a fiduciary environment
- Exceptional team management skills, coaching and developing the team
- STEP or ICSA qualified or equivalent in a relevant field