3 дня назад
Associate Director - Private Client
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Director - Private Client (Trust and Corporate Services): Managing and developing a portfolio of private client structures while supporting business growth, client relationships, and high-quality service delivery with an accent on complex trusts, corporate governance, regulatory compliance, and fiduciary expertise. Focus on leading and mentoring teams, developing intermediary networks, identifying cross-selling opportunities, and advising high-net-worth clients and their representatives.
Location: Hamilton, Bermuda; hybrid
Company
provides fund services, corporate services, capital markets, private client, and regulatory and compliance solutions to asset managers, financial institutions, corporations, high-net-worth individuals, and family offices across more than 20 countries.
What you will do
- Manage and develop a portfolio of private client relationships and structures.
- Work with the Head of Private Client Bermuda and management team on long-term planning, business strategies, and service-line growth.
- Lead team development, succession planning, coaching, mentoring, and accountability for deliverables.
- Build relationships with clients, intermediaries, and prospective referral partners while identifying business development, upselling, and cross-selling opportunities.
- Represent and market , monitor market developments, and contribute to product and service improvements.
- Support billing, cash collection, operational policies, procedures, and collaboration with support functions and other service lines.
Requirements
- Qualified solicitor, accountant, STEP professional, or holder of a similar professional qualification.
- At least 10 years of relevant trust-industry experience at management level.
- Advanced knowledge of complex trust and corporate structures, investments, accounting, tax law, legislation, and regulation, including Bermuda requirements.
- Experience leading teams, developing staff, engaging with boards, and advising high-net-worth individuals and their advisors.
- Strong business development, marketing, communication, public speaking, commercial, and problem-solving skills.
- Thorough understanding of AML and CFT regulations, fiduciary obligations, investor protection frameworks, and the private client landscape.
Culture & Benefits
- Client-centric, ambitious, agile, collaborative, and ethical working environment.
- Opportunities for professional development through training, conferences, and knowledge sharing.
- Supportive culture focused on recognition, mentoring, and talent development.
- Equal-opportunity employment and support available to make the hiring process more accessible.
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