Director - Private Client (TCSP)

• Overall responsibility for the department's management of an extensive and varied portfolio of clients through appropriate allocation of clients within the team and the monitoring of quality and accurate administration.
• Jointly responsible for the success of the business - able to strategically plan and proactively direct the team administration and workloads to meet the needs of the client.
• To deliver on integrated initiatives to promote the achievement of optimum operational, financial and business performance.
• Manage performance against agreed targets and budgets, thus ensuring the immediate team's budgetary and performance targets are achieved and the appropriate KPIs are maintained as defined for financial, management and risk for the administered client portfolio.
• Through effective analysis and management of the team and its resulting performance, ensure knowledge gained is factored into the planning of the team's strategy, resources and procedures as appropriate.
• Will be required to attend divisional and director team meetings and contribute in these forums.
• Fulfil the function of “Client Director” or “Senior Client Director” on appropriate client entities.
• Ensure good corporate governance in accordance with regulatory requirements while aligning to the Group's overall aims, business plan and long term strategy.
• Attend and lead client meetings, either on or off site. Liaise with professional advisors to ensure the Group delivers both a proficient and added value service.
• Develop, retain and enhance long term relationships with clients, their advisers, intermediaries and other introducers of work, maintaining a high level of client care.
• Effectively manage and accurately price new business enquiries, ensuring the resources and services provided by the Group are fully explained.
• Active participation at internal business development meetings; demonstrate an ability to identify new business opportunities and where possible introduce prospective new business to the Group.
• Advise and remain responsible for the complex aspects of a client portfolio and maintain knowledge of other division clients as appropriate, in order to nurture close working relationships with other associate directors, directors and employees of the Group.
• Act as an “A” signatory (subject to approval by appropriate Board and Committee).
• Develop, coach and mentor immediate team.
• Provide any other duties as defined or deemed necessary by the Division's senior management team.

• Experience in UHNW client relationships.
• Strong Management and Leadership skills.
• Willingness to impart knowledge and expertise with immediate team and more widely as appropriate.
• Experience at Director level on Complex Trust and Company Structures.
• 10 years+ experience within a similar role and hold a relevant Professional (Cat A) Qualification.

Your specialist: Sally Fenton

Quote job ref: 15649

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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