A leading independent provider of private wealth, corporate administration, and yacht services, delivering bespoke solutions to international clients. Key responsibilities: ⭐ Provide complex client solutions and advice across wealth and corporate services ⭐ Review and approve payments and board resolutions as an A signatory ⭐ Ensure adherence to internal policies and procedures ⭐ Liaise with clients, intermediaries, and internal teams on legal, accounting, and tax matters ⭐ Oversee, train, and develop team members ⭐ Maintain and grow a complex client portfolio ⭐ Support financial targets and business growth What you’ll need: ⭐ 10+ years’ relevant experience managing your own client portfolio ⭐ STEP, ACCA, or equivalent qualification ⭐ Strong client-facing experience, ideally with high-net-worth clients ⭐ Excellent written, verbal, and problem-solving skills ⭐ Team player with leadership and supervisory skills ⭐ Ability to work independently and meet deadlines Why join: ⭐ Collaborative, inclusive culture that values every voice ⭐ Opportunities to service global clients and complex portfolios ⭐ Support for career growth and professional development ⭐ Be part of a team that inspires, listens, trusts, and succeeds together
Associate Director, Private Wealth
Guernsey
Permanent
Agency Listing
Finance
Trust
Seeker Insight
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