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    Associate Director | Private Wealth

    Working closely with your team, you will manage a portfolio of private wealth clients covering a variety of trust structures. Ideally, you will have previous experience in a similar role, good attention to detail and be a technical expert with Trusts Structures

    Main responsibilities:

    • Proactively acting as a director and alternate director of client companies, conducting client meetings and contributing to board meetings
    • Developing key client relationships
    • Providing technical advice and guidance to a team of administrators
    • Overseeing the financial performance of the team
    • Contributing to the development of regulatory, compliance and risk management policies and procedures

    Key skills and expertise needed:

    • Regulator approval in the relevant jurisdiction
    • Team leadership skills
    • Effective communication
    • Ability to manage multiple tasks

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

    We are an equal opportunity employer and value diversity at all times.

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    Associate Director | Private Wealth
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