Client Services Director

Step into a senior leadership role and shape the future of private wealth services. As Client Services Director, you’ll define strategy, cultivate trusted client relationships, and deliver exceptional solutions for complex, multi-jurisdictional structures.

Your responsibilities will include:

• Leading and inspiring a talented team to achieve excellence.
• Driving operational efficiency, compliance, and accuracy across all processes.
• Acting as a senior point of contact for key clients and complex matters.
• Identifying growth opportunities and supporting business development initiatives.
• Managing financial performance with transparent billing and fee reviews.
• Ensuring robust governance and risk management, including AML/CFT compliance.

Key criteria:

• 10+ years’ experience in fiduciary, private wealth, or financial services.
• Proven leadership at senior level.
• Strong regulatory knowledge and fiduciary expertise.
• Professional qualification (STEP, ICSA/CGI, or equivalent).
• Exceptional communication and relationship-building skills.

This is your opportunity to influence strategy, lead with vision, and deliver outstanding client experiences. Ready to make an impact? Please send in your CV or contact our team for more information!