22 Sep 2021

Associate Director - Private Wealth

Ref 34121

Our client is looking for an Associate Director to join their team who will be responsible for the provision of fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

The chosen candidate will be in review regularly with the Manager/Assistant Manager to ensure that invoicing fees and controlling debt management for the team are being managed in a proactive and timely manner and ensuring the team is working effectively and cohesively, sharing information in order that clients receive a consistent high-quality service.

The ideal candidate will have:

  • Evidence of relevant experience in regulated finance or professional services, with the most recent position held in a Manager role;
  • Must be able to demonstrate sound management experience;
  • A solid understanding of the business and markets applicable to the business;
  • A Professional Qualification such as STEP, ACCA, ICSA;
  • Solid IT technical skills;
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