Associate Director, Trust
Are you a confident leader with deep private wealth experience and a passion for managing complex client relationships? We’re seeking an Associate Director, Private Wealth to oversee a high‑value portfolio, guide a skilled team, and support the continued growth of a dynamic, client‑focused financial services business.
In this senior role, you’ll be reviewing and approving key documentation, providing advice and liaising with various departments on legal, tax, and accounting matters, managing team performance, and driving operational improvements, all while ensuring outstanding service for high‑net‑worth clients.
To succeed, you’ll bring extensive industry experience (typically 10+ years), strong technical knowledge, and a relevant professional qualification such as STEP or ACCA. Excellent communication skills, sound judgement, and proven team‑leadership ability are essential.
If you’re ready to take a leading role within an ambitious, collaborative private wealth team, we’d love to hear from you!