Your browser is out of date. It has known security flaws and may not display all features of this and other websites. Learn how to update your browser.
Our Client is a global business looking for a new member of the team. 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.
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 group 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.
Relevant trust and company experience in a Senior position
Meet principle person requirements of local trust company regulator
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
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
"They are our charity partner. Whilst they give their time and expertise for free, we always feel we receive a top class service - they are friendly, professional and always available. "Best Service from Professional Services
"They are such a welcoming team. They are professional and make everyone feel at ease when entering their office! "Best Service from Professional Services
"One of the best agencies I have ever worked with they took the time to understand me and my career requirements."LC Candidate
"I got properly focused roles that were of genuine interest - a refreshing experience from other agencies I have dealt with from both employer and employee perspectives."JF Client and Candidate
"Great understanding of finance and roles relevant for me fantastic communication, time efficient, personalised service very kind and thoughtful!"JS Candidate
"I have dealt with a number of recruitment companies but have never found one that is as personable and professional as Kendrick Rose."CB Client
"You take an individual and creative approach to career counselling and matching clients and opportunities."SD Client
"I want to deal with an individual who takes time to understand what I’m looking for and then be proactive in contacting their network and database."RT Client