Associate Director, Private Capital

We are supporting a leading fiduciary services provider in recruiting an Associate Director to join its Private Capital team. This role will involve managing complex international structures for high-net-worth clients, delivering a high standard of client service and supporting effective risk management and team development.

KEY RESPONSIBILITIES:

• Work closely with Client Directors to manage client entities throughout their lifecycle, ensuring accurate records, timely filings and compliance with internal policies and regulatory requirements
• Oversee client deliverables, communications and workflows, maintaining high service standards and addressing risks or issues promptly
• Support fiduciary decision-making through thorough preparation for risk and investment governance forums
• Build effective relationships with clients, third-party providers and industry professionals, identifying opportunities to develop existing relationships
• Monitor risk review actions, regulatory filings, time recording and performance against agreed KPIs
• Mentor junior colleagues, share technical knowledge and contribute to team development and wider business projects
• Act as a director, authorised signatory or nominated alternate where required

QUALIFICATIONS AND EXPERIENCE:

• 5–10 years’ experience servicing high-net-worth international families and managing complex fiduciary structures
• Strong understanding of local trust and company legislation, regulatory requirements and fiduciary responsibilities
• Experience working with related industry professionals and a good understanding of investments, property and other asset classes
• Strong knowledge of KYC, AML, CFT and GDPR requirements
• Experience using NavOne, document management systems and Microsoft Office applications
• STEP, ICSA, accountancy or legal qualifications would be advantageous

SKILLS AND ATTRIBUTES:

• Strong interpersonal, communication and relationship management skills
• Collaborative team player with a commitment to high service standards and effective risk management
• Committed to ongoing professional development and maintaining up-to-date technical knowledge
• Must be Entitled or Entitled to work in Jersey