Monday 17 December 2018
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Client Director - Private Wealth

Finance Enquire

 

Type:Full Time
 

Full Description

About Intertrust
Intertrust is a global leader in providing expert administrative services to clients operating and investing in the international business environment. The Company has more than 2,500 employees across 39 offices and 28 jurisdictions in Europe, the Americas, Asia and the Middle-East. Intertrust has leading market positions in selected key financial markets, including the Netherlands, Luxembourg, Jersey and the Americas. Intertrust delivers high-quality, tailored corporate, fund, capital market and private wealth services to its clients, with a view to building long-term relationships. The Company works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.

The Position

Intertrust Private Wealth is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.

Technical Attributes
  • Contribute to the effective development of regulatory, compliance and risk management policies and procedures
  • Oversee the management of your client's portfolios, offering advice from our internal processes and collaborating with your team
  • Pro-actively act as a director and alternate director of client companies administered by Intertrust, conduct client meetings and contribute to board meetings of Intertrust operating companies

Client Care
  • Manage a portfolio of client relationships according to specialism and expertise
  • Act as director or alternate director of client companies administered by Intertrust and Intertrust operating companies
  • Ensure that the delivery of client service in the team meets agreed service standards
  • Pro-actively develop key client relationships and actively contribute to cross-selling opportunities

Management and Leadership
  • Manage the performance of the team to deliver agreed business plan goals and targets 
  • Contribute to the leadership function and in doing so, ensure adherence to Intertrust and Intertrust Group values
  • Deliver effective communication within the team, providing regular reporting and feedback, so that agreed strategy and business plans are achieved
  • Be accessible and approachable to all of your team members, offering guidance and development when required
  • Deliver innovative and effective leadership in line with Intertrust's values

Financials
  • Contribute to the achievement of specific business development goals in the relevant jurisdiction through proactive management and development of key client relationships and active contribution to cross-selling opportunities
  • Oversee financial performance of the team and drive profitability. Accurately contribute to the production of management information to monitor performance against objectives

Skills & Expertise
  • Experience in a similar role
  • Regulator approval in the relevant jurisdiction required for the team
  • Broad understanding of the wide range of fiduciary products offered by Intertrust globally
  • Detailed, in depth understanding of the specific offerings within the relevant Intertrust Service Line
  • Team leadership skills
  • Good interpersonal skills
  • Ability to understand, inspire and develop others
  • Effective communicator
  • Ability to formulate, consider and select the most appropriate solutions
  • Ability to work effectively in a team




For more information please visit https://www.intertrustgroup.com/.


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