The successful incumbent will be responsible for managing 3 trust teams, dealing with diverse portfolios of private clients, the post-holder will be overseeing all aspects of client service including day to day administration, business development and financial management.
The successful incumbent will be responsible for managing 3 trust teams, dealing with diverse portfolios of private clients, the post-holder will be overseeing all aspects of client service including day to day administration, business development and financial management.
You will be required to undertake regular meetings with clients and intermediaries in both UK and further afield developing business opportunities from within the client base through presentations and seminars.
The appointed incumbent will act as a point of reference and support for team managers and administrators on client matters, liaise with Client Service Directors as required and report to the MD on client related matters regarding all business development.
