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Associate director - private client

Jersey
Alexander Daniels Offshore
Associate director
Posted: 20 August
Offer description

We have an exciting opportunity to join our client’s leading Financial Services firm as an Associate Director – Private Client. This permanent role is your chance to lead and develop a portfolio of clients/structures within the Private Client Service Line, work alongside a dynamic management team, and contribute to the growth strategy of the business. Based in St Helier, Jersey, you will shape the delivery of first-class administrative and client services, while making a significant impact in a globally respected organisation.


Your Key Responsibilities:

* Client Leadership: Oversee the administration and supervision of a portfolio of trusts, companies, and partnerships, developing strong relationships with clients and their advisors.
* Compliance Expertise: Ensure adherence to company policies and governance standards, effectively maintaining records and addressing technical/legal matters.
* Team Management: Lead and develop a high-performing team, including recruitment efforts, appraisals, and mentoring.
* Business Development: Play an active role in sourcing new business and identifying cross-selling opportunities within the organisation.
* Strategic Contribution: Represent the Private Client Service Line in management meetings and collaborate on the implementation of business strategies.


Skills and Attributes

* Exceptional Client Management: Proven ability to nurture relationships and deliver tailored administrative solutions.
* Risk and Compliance Knowledge: Strong understanding of policies, procedures, and compliance frameworks.
* Leadership and Mentorship: Demonstrated experience in guiding and developing teams.
* Business Acumen: Strategic mindset with the ability to identify opportunities that drive growth.

Take the next step in your career and make your mark as an Associate Director in a thriving financial hub.

More information about this role is available upon request – contact the team today for further details.

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