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Associate Director - Private Client Services (Trusts)
SteppingStones is working alongside our client, a leading financial organization to assist them in sourcing an Associate Director-Private Client Services (Trust).
The successful candidate will be responsible for developing and growing the organization’s Private Clients Division. We are looking for a candidate with excellent communication skills, organization, and detail-orientation. Ideally, the candidate will have a proven successful record of client satisfaction and experience advising clients across a wide range industry sectors.
- A Bachelor’s degree
- Active STEP Qualification
- 7+ years’ experience in the financial industry
- Established relationships across the Private Clients space and a high market profile in the Private Wealth community including law firms, accountants, advisers etc.