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Associate Director, Private Wealth

Guernsey

Permanent
Agency Listing
Finance
Investments

This associate director level position is responsible for managing a portfolio of high-calibre clients and actively contributing to the strategic growth of the business. Key duties include building and maintaining client relationships, promoting business development through networking and travel, and ensuring high standards of compliance, governance, and operational efficiency. The role also involves acting as a director for managed entities, overseeing risk management, and supporting the wider team through leadership and mentoring.

Applicants should have a minimum of 15 years' experience in fiduciary services, including at least 5 in a senior leadership role. A degree in law, finance or a related field, and membership of a relevant professional body are essential. The ideal candidate will demonstrate strong client relationship skills, technical expertise, commercial awareness, and a collaborative leadership style to contribute to the success and reputation of the business.

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