Associate Director - Private Wealth
Isle of Man
Permanent
Associate Director, Private Wealth
Our client seeks a natural leader who thrives on coaching teams and driving client excellence to join their dynamic Private Wealth team as an Associate Director. You'll play a pivotal role in managing client relationships, fostering team development, and ensuring operational excellence within the offshore trust industry.
What You'll Do
- Lead and support a high-performing team to deliver exceptional client service and meet business growth objectives.
- Act as the primary point of contact for key client relationships, ensuring quality and consistency in deliverables.
- Drive a culture of collaboration, compliance, and shared knowledge across the team.
- Oversee financial and non-financial performance targets, maximising efficiency and revenue.
- Support integration of acquisitions, aligning them with internal standards and processes.
Key skills and experience:
- Professionally qualified with a relevant certification from a recognised financial/professional body.
- Extensive experience in the offshore trust industry, with strong knowledge of related products and regulatory environments.
- Proven leadership and team management skills with the ability to influence and inspire.
- Strong background in corporate governance and risk mitigation.
- Effective communicator with a strategic mindset and passion for team development.
Your specialist: Sally Fenton
Quote job ref: 16038
Hi, I'm Sally and this is one of the job roles I am looking after for this super business. If this job is of interest for you, please submit your CV and we will come back to you to arrange the next staging.
