Friday 03 July 2020
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Director - Private Clients

Accounting Enquire


Hours:Full Time

Full Description

Description - This is a senior role within the Private Client division. The role has a wide array of responsibilities including, but not limited to, responsibility for managing a portfolio of Ultra High Net Worth clients holding wide ranging asset classes through trust structures, acting as a key member of the Private Client division senior management team, taking an active part in new business development and contributing to the development of the Private Client division service offering, overseeing an administration team. Responsibilities - Act as a Director on client company structures, taking responsibility for provision of high quality client service to a varied portfolio of predominantly Ultra High Net Worth clients Assist in the development and strategic management of the Private Client division contributing to the leadership of the division, supporting the business plan and ensuring that staff understand the overall company vision Establish, build and manage strong relationships and networks with intermediaries and internal contacts, handling new business enquiries and the implementation of new structures Providing technical support to the administration team Oversee a Private Client team with responsibility for the development and leadership of the senior team members staff Be a key member of the Private Client senior management team, actively participating in development of the Division in accordance with the overall strategic plan Contribute to ensuring the Division meets financial targets including revenue growth, debtor collection and new business

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