Associate Director, Private Wealth

• Provide close team and client management support to ensure an excellent quality of service, consistency and support the Business' organic growth objectives
• Actively participate, lead and manage all aspects and activities relating to the development.
• Meet or exceed key financial and non-financial targets, maximising revenues whilst retaining focus on cost efficiency
• Pro-actively contribute to initiatives to improve processes to drive operational excellence
• Implement a culture of shared knowledge and delegated responsibility within the team(s) and take responsibility for all allocated client relationships
• Act as the key point of client contact for allocated relationships, coordinating the team(s) in respect of client deliverables, deadline management and the overall quality of all deliverables
• Ensure that risk management processes are embedded in the culture, operations and systems used by all staff, driving and exemplifying adherence to agreed policies, procedures and applicable regulation Tasks (what does the role do on a day-to-day basis)
• Act as a role model to implement a culture which supports the Group Values and ensure engagement of all staff to deliver excellent client service, operational effectiveness and efficiencies
• Actively lead and perform in line with the Group initiatives
• Proactively participate in the promotion of a constructive "pro-compliance" culture at both local and Group level
• Ensure the corporate brand is upheld at all times and represent the Company professionally at client meetings and events and enact the ethos of the Company
• Work collaboratively with colleagues across locations to develop and implement intermediary visit plans and report on progress
• Build and maintain effective relationships with stakeholders, clients regulatory bodies and other professional intermediaries and contacts to ensure that staff understand and are able to respond appropriately to developments as they arise
• Develop the capability and performance of staff in the client service team on an on-going basis to meet the needs of the business line now and in the future, ensuring an environment of shared knowledge and learning exists to deliver superior client service
• Act as a role model through effective positive leadership behaviours to engender an environment of teamwork and collaboration, across own function and across all jurisdictions, demonstrating drive, passion, positivity towards change, teamwork, and a clear focus and commitment in driving and achieving the Group's vision and strategic goals

• Excellent knowledge of offshore financial services and underlying product and service rationales, technologies and regulatory environments
• Professionally qualified and holder of a relevant qualification from a recognised professional body / Financial Institution
• Evidence of Continued Professional Development
• Extensive experience within the offshore trust Industry
• Corporate Governance experience and an understanding and experience of risk mitigation
• Excellent leadership and management skills
• Effective influencing skills and an ability to lead within own functional area
• Evidence of role modelling effective skills as a team player and promoting teamwork and collaboration amongst others
• Evidence of commitment to high standard of customer service based on understanding needs and delivering solutions
• Experience of working closely with Regulators
• Excellent written and verbal communication skills

Your specialist: Sally Fenton

Quote job ref: 14034

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.

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