Client Services Director - Private Wealth

Our Client, a leading financial services provider, is seeking to appoint a Client Services Director to its Private Wealth Team 

In this key role, you will lead a private client team while ensuring alignment with Group strategy and compliance with legislation.

Responsibilities:

  • Oversee and manage a book of complex client relationships.
  • Drive business development initiatives and meet targets.
  • Manage financial performance and align budgets.
  • Inspire and lead high-performing teams through collaboration.
  • Stay current with financial regulations and market developments.

Requirements:

  • Degree level education and relevant professional qualification.
  • Extensive senior-level experience in private wealth administration.
  • Strong leadership, communication, and interpersonal skills.
  • Comprehensive knowledge of legal and fiduciary obligations.

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

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 30 Oct 2024
Closing Date: 
Tue, 28 Jan 2025
Reference: 
12272

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