The Associate Director, Private Wealth acts as the senior team lead for an Administration Team who is responsible for the provision of fiduciary services in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and as an Associate Director you will also be expected to undertake any such duties that are deemed a reasonable requirement, for example, leading any relevant projects that are related to the role.In addition, you should act as an Ambassador for Intertrust Guernsey and Group, actively participating in business and social events as required.
·Develop strategies for the long- term success of the team and wider business, i.e. working toward a 2-3 years plan incorporating new business/expanding existing business and adjusting for new staff skills and qualities required;
·Review regularly with the Manager/Assistant Manager to ensure that invoicing fees and controlling debt management for the team are being managed in a proactive and timely manner;
·Coordinating Guernsey and Group projects across the private wealth team ensuring deadlines are adhered to and successful implementation is achieved. Leading and managing change.
·Develop and manage a client communication plan ensuring regular and appropriate contact, to include meetings, with all clients.
·Take the lead role when working with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private wealth clients;
·Ensure the team is working effectively and cohesively, sharing information in order that clients receive a consistent high-quality service;
·Provide leadership, management and technical support to the Administration Team as they complete day to day activities in managing and administrating a portfolio of private wealth cases;
·Hold regular Team Meetings to encourage effective communication amongst the team, share pertinent information and discuss key projects and client matters;
·Engage fully with performance review process, identifying staff development/mentoring requirements. Provide feedback in a constructive manner throughout the performance year and at Annual Appraisal;
·Ensure that all client transactions and documentation is properly considered and advised (where appropriate) from a fiduciary, commercial and legal/tax perspective;
·With support from your Manager/Assistant Manager, ensure that all administration procedures are adhered to whilst completing client transactions in a timely and efficient manner;
·Proactively keep an up-to-date awareness of current industry issues and have an awareness of how these might impact clients and/or our internal procedures;
Experience, Skills and Qualifications required:
·Evidence of relevant experience in regulated finance or professional services, with the most recent position held in a Manager role;
·Must be able to demonstrate sound management experience;
·Solid understanding of the business and markets applicable to the business;
·Professional Qualification such as STEP, ACCA, ICSA;
·Solid IT technical skills; and
·Drive personal development using all the resources available to achieve success.