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Private Client Director





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


Key Contact

Ann Egglishaw

Senior Consultant
01534 715150
Email me

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