Client Director

Our client is seeking a Trust Director to join their growing team.

The Client Director role accountable for a client portfolio of trust, company and/or private office activity and is expected to lead the delivery of the relationships and associated work.

The Client Director will balance leading the team, developing a growing book of business and delivering the client administration. With extensive experience and a broad network within the industry and across range of intermediaries the role holder will be helping to grow the business.

Key requirements and responsibilities:

  • Extensive industry experience
  • Holding a relevant professional qualification preferred e.g. STEP, ICSA
  • Ensure the provision of a quality service (trust and company administration, fiduciary services and/ or private client work) to targeted clients through developing and maintaining relationships with existing and prospective clients.
  • Responsible for the revenue generation and profitable delivery of client service through efficient delivery of client work, appropriate delegation within the team and accurate recording of time allocation, and eventual billing to the client.
  • Identify opportunities and assisting in the implementation of new business ideas leading to the development of new streams of income from current clients.
  • Financially savvy with ability to make business decisions based on connection of client fees, revenue, profit, impact of debtors, WIP, billing and new business generation. Makes sound data driven financial decisions.
  • here appropriate, assume directorships on client entities.
  • Ensure that business is aligned to the company values.
  • Develop skills and network to generate profitable new business from intermediaries and direct from clients. Including development and delivery of pitches and negotiation on fees structures.
  • Provide leadership, mentoring, performance management, coaching and direction to the administration teams to ensure quality of service, and career progression for colleagues.
  • Responsible for contributing to continuous improvement of business processes and ways of working to improve operational efficiency of client work.

For more information, please contact Jamie on 707812 or email your CV to

Job Posted: 
Wed, 10 Apr 2024
Closing Date: 
Tue, 09 Jul 2024

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.