Our client, a leading financial services company, is seeking an Associate Director, Private Clients to join their specialist administration team.

This role caters specifically to wealthy families, family offices, and owner-managed businesses.

Responsibilities

• Manage a portfolio of private clients covering various trust structures.
• Oversee compliance, regulatory, and risk management policies.
• Act as a director or alternate director for client companies.
• Deliver effective team leadership and ensure service standards.
• Develop key client relationships and cross-selling opportunities.

Requirements:

• Experience in a similar role with solid administrative knowledge.
• JFSC Category A employee with a Table 4 qualification.
• Strong interpersonal and communication skills.
• Team leadership skills

For more information on this role please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com