Client Services Director – Private Clients & Family Office (709) Permanent

You’ll support the development of the Group business by providing and promoting a first class personal service to existing and prospective clients, working closely with Co-Directors and wider management team to ensure business growth and that the regulatory, Compliance, Corporate Governance and internal administration needs of the business are met.

• As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
• Hold a professionally qualification and a member of STEP or ICSA qualified or equivalent qualification in a relevant field such as accountancy or operational management
• Have extensive working knowledge of Private Client and Family Office Services and support operations of the same
• Have detailed knowledge of portfolio management, and oversight of external investment portfolios
• Strong leadership and interpersonal skills