Friday 15 October 2021
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Associate Director | Private Client Trust

Administration,Executive,Trust Enquire


Hours:Full Time

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

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

For more information please visit

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