29 Sep 2020

Private Wealth Director

Ref 32746

A  fiduciary services company is looking to recruit a Private Wealth Director, to act as Engagement Director on client cases providing advisory and fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations.

Main duties:

  • Supported by the Engagement Administration Teams to proactively oversee the day to day management and administration of an engagement portfolio of client entities.
  • Provide supporting fiduciary functions (four eyes principles) to non-engagement cases where necessary
  • Meet financial targets in terms of budgeted chargeable hours, recovery rates and debtors
  • Invoicing of fees and debt management relating thereto
  • Liaison with Fiduciary Investment Services on quarterly investment performance monitoring
  • Assisting Engagement and Administration Teams, including monitoring performance, resolving problems and contributing to technical issues
  • Assist with the Manager and Administrator appraisal process providing honest feedback
  • Assist with staff development/mentoring and contribute to their technical and practical training requirements
  • Assist with recruitment process as required
  • Assist with marketing and provide input to business development strategies where applicable

The desirable candidate will have several years’ experience in a similar role, have excellent communication and management skills. 


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