Friday 15 October 2021
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Associate Director | Private Client Trust

Administration,Executive,Trust Enquire

 

Type:Contract
Hours:Full Time
Reference:40434
 

Full Description

A rewarding career opportunity has arisen for a trust professional within a reputable financial services group, who continuously deliver exceptional client service levels which sets them apart from their competitors.

As a key member of a talented, highly motivated and driven team, you will create an environment of constant business growth in line with company strategy and identify business development opportunities. You will also be a source of technical expertise for colleagues and build strong working relationships with existing and prospective clients.

This is a fantastic opportunity for a trust professional who has comprehensive knowledge of and a proven track record in offshore fiduciary services, to make a difference to this independent trust company. You will also have responsibility for all aspects of client relationships and ensure you have a comprehensive understanding of client needs.

Responsibilities will include:

  • Assisting with the development and implementation of business plans, ensuring these are aligned with group objectives 

  • Identifying and developing new business opportunities, travelling to meet existing and prospective clients 

  • Keeping up to date with any industry changes which might impact services offered 

  • Assisting with the budgeting process and client billing

  • Supporting the set up and take on of new clients, managing any queries

  • Providing leadership and identifying training opportunities for more junior team members

Experience and skills required:

  • Minimum 15 years experience in fiduciary services, including 5 years senior management experience 

  • Ideally be a member of a relevant professional body 

  • Proven track record in client relationship management and a good understanding of offshore fiduciary services 

  • Strong leadership and interpersonal skills 

  • Previous exposure to business development initiatives 

If youd like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email sue@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

For more information please visit https://www.rowlands.co.uk/job/associate-director-private-client-trust.


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