Our client has an exciting new opening for an Associate Director, to join their Private Client team.

The successful candidate will have excellent experience in the trust and fiduciary industry and will have worked with several complex clients- managing their own portfolio and ensuring the quality of the delivery of service (personally and through delegation within the team). Ideally, they will be experienced in the US Market and / or predominantly  Private Equity asset classes for private clients.

Requirements:

• Professional accounting or legal qualification and/or STEP qualification
• Extensive experience working within trust administration and requirements of family offices
• Sound understanding of accounting, commercial law and asset management principles
• In depth knowledge of all aspects of company and trust administration including nuances and statutory requirements of the major offshore jurisdictions used in connection with clients’ structures
• Regulatory knowledge – understanding of the rules, guidelines and expectations of the local regulator (JFSC)
• Commercial and financial knowledge– able to evaluate, identify material risk; knowledge of finance, accounting and budgets and how these impact one another
• Strong client relationship management skills – understanding clients’ needs and wishes, and ensure long-term sustainable relationship is built
• People and leadership skills to include coaching, mentoring and developing others

For more information, please contact Jamie on 01534 707812 or email your CV to jobs@excel-recruitment.com