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Private Client Director

Finance Enquire

Type:

Full Time

Full Description

Kleinwort Hambros

31 million customers. 145,000 employees. 67 countries. But our success is built on the power of one: you. Whoever you are, wherever you come from and wherever you are going, we’ll give you the support, opportunities and inspiration to create the career you’ve always wanted – and build a life that’s uniquely yours.
Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.

The Role

At Kleinwort Hambros, we know how to simplify life’s financial challenges. We also understand the importance of creating a strong relationship with our clients. Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.
We understand the importance of creating strong relationships and are looking for ambitious individuals to join our growing team. Working within our Private Banking arena you will have a clear focus on our key fundamental of managing relationships as we serve several thousand clients with a strong British heritage and a portfolio of niche international teams. What makes us different? Our offering is extensive; we are one of the few that can deliver an end to end suite of asset management

The Role

The purpose of the Private Client Director role is to proactively forge and enhance relationships with the most sophisticated and valued clients; to be an ambassador within Fiduciary and across the wider business; and to have responsibility for the revenue budget, management, development and training needs, and appraisals

Roles and Responsibilities

Actively develop and maintain relationships with demanding, complex and/or ultra-high net worth clients, intermediaries and internal contacts in order to provide a quality service and provide best possible client offering and maximise returns to Kleinwort Hambros as a whole;
Promote the highest quality of trust and company administration in order to minimise business risk and to encourage a culture of compliance with policies, appropriate risk management, and the principle of treating customers fairly;
Meet financial and non-financial targets as agreed with the Team Leader in order to maintain a sustainable fiduciary business;
Act as a technician and expert point of reference for the team and to support the development of team members;
Act as individual director of client companies where necessary;
Conduct appraisal interviews and agree personal development plans;
Conduct interviews and recruitment of personnel;
Demonstrate a thorough understanding of your personal fiduciary responsibility in order to protect the client, yourself, the team and the business;
To encourage a culture of upholding the Kleinwort Hambros values and act as a role model to the team;
Attend client meetings as required and maintain full, accurate files/notes of all meetings/calls/conversations using KH systems to store

Skills and Experience

A proven track record and with relevant trust and company experience in a Senior position.
Meet principle person requirements of local trust company regulator.
Ideally hold Associate of the Chartered Institute of Secretaries & Administrators or Diploma in Offshore Finance & Administration; Or STEP Diploma in Offshore Trust Management; Or Associate of the Chartered Institute of Bankers/IFS; Or STEP Diploma for England and Wales (Trusts and Estates).
Good understanding of the relevant laws of the local jurisdiction.
In-depth knowledge of the duties and responsibilities of a Fiduciary.
Command of industry best practice in relation to Trust and Company administration.
Track record of supervisory or management role.
Attention to detail and accuracy.
Ability to deal with conflicting demands under pressure Ability to demonstrate effective communication skills.