Job Summary

Are you an experienced leader in private client services looking for your next challenge? We are seeking an accomplished Associate Director to join our client’s dynamic team. This is a fantastic opportunity to play a pivotal role in managing a diverse client portfolio, driving strategic initiatives, and leading a high-performing team. This position is offered on a hybrid working basis and is ideal for someone who thrives in a fast-paced, client-focused environment.

Company Information

Our client is a well-established organisation within the financial services industry, specialising in private client services. With a strong reputation for delivering high-quality, tailored solutions, the company fosters a collaborative and inclusive culture that values integrity, innovation, and professional growth. You will be joining a forward-thinking division that is committed to excellence and continuous improvement, working alongside experienced professionals who are passionate about client service.

Responsibilities and Duties

• Manage a varied portfolio of private clients, ensuring exceptional service delivery.
• Lead and develop a team, fostering a culture of performance, learning, and engagement.
• Contribute to the division’s strategic planning and annual business objectives.
• Attend and represent the division at board meetings and client engagements.
• Build and maintain strong relationships with clients, advisers, and intermediaries.
• Oversee risk management and compliance within your client portfolio.
• Identify and pursue new business opportunities, contributing to growth initiatives.
• Deputise for senior leadership when required and support internal process improvements.

Qualifications and Skills

• Proven leadership experience in a similar role within financial or professional services.
• Strong ability to manage multiple workstreams and meet tight deadlines.
• Excellent attention to detail and high standards of accuracy.
• Degree-qualified or equivalent professional qualification.
• Strong interpersonal and communication skills, with a client-centric mindset.
• Experience in strategic planning and business development.
• Knowledge of AML regulations and risk management practices.
• Commitment to continuous professional development (CPD).

Benefits and Perks

• Competitive salary and performance-based incentives.
• Hybrid working model offering flexibility and work-life balance.
• Opportunities for professional development and career progression.
• Supportive and inclusive team culture.
• Participation in corporate social responsibility initiatives.
• Access to internal training programmes and leadership development.
• Recognition and reward for high performance.
• Involvement in strategic decision-making and business planning.