Associate Director,
Private Client

Principle Accountabilities

Client Service

• Responsibility for the high-level oversight of the administration of a portfolio of trust and company structures, in particular those of a highly complex nature.
• Ensuring that the quality of the service given to all clients is excellent and in accordance with agreed and expected professional standards.
• Oversee the incoming and outgoing workflow of the section, with a view to ensuring prompt, effective and proactive responses to client needs.
• Working with your team to develop strong client relationships.
• Attend meetings with clients both locally and in other locations as required.
• Liaise with clients, agencies and professional advisors as appropriate.
• Provide advice and guidance as required to staff, ensuring they are focused on client needs and quality administration, including training, coaching and development as necessary.
• Assisting your team with complex transactions and solution driven resolutions.
• Make decisions and manage client and business affairs in the absence of Directors.
• Implement policy changes in accordance with the company’s procedures manual in order to meet the strategic objectives of the business
• Ensure the performance of the team’s investment portfolios are monitored in accordance with company procedures.
• Deliver on all risk review targets for your team’s portfolio.

Client Board Representation

• Representation on a range of unregulated client boards providing entity direction and oversight.
• Execute the responsibilities of a company director according to lawful and ethical standards.

Financial

• Work with Directors to implement business plans in order to achieve the department’s stated objectives.
• Assist in monitoring your team’s revenue and costs in line with budget.
• To meet all budgeted financial metrics set for your team.
• Provide input on budgets, manpower planning and productivity as required.
• Assist in Implementing robust financial discipline with the teams.
• Collate own data to support achievement of Key Performance Indicators.

New Business

• Active participation in new business generation ensuring the growth of the business from both existing and potential clients.
• Develop client and intermediary relationships including seeking opportunities for cross-selling Hawksford’s products and services.
• Evaluate, manage and deliver new key accounts.
• Initiate and support marketing initiatives to help drive revenue.
• Ensure profitable delivery of work through effective cross business/department/team relationships and processes.
• Maintain/increase the profitability of the existing client base and creating opportunities for new business.
• Develop and promote profitable new service lines and associated standards.
• All potential new business to be reviewed within 48 hours of receipt.
• Ensure that new business is taken on in accordance with Hawksford’s take-on procedures

Leadership

• Contributing to the development of the strategy and provide strategic direction/leadership within the business.
• To ensure that the objectives of the Company, as agreed by the board, are fully, promptly and properly carried out, applying good governance and clear strategic planning principles.
• Participate in various business projects or volunteer members of your team as required and appropriate.
• Deliver policy changes required to meet the strategic objectives of the business.
• Such other duties as the management may at times reasonably require.
• Work with your team to develop strong interpersonal skills with all stakeholders.
• Identify barriers to service and be an ambassador for change.
• Inspire staff through your positivity, effectiveness and results.
• Live the Hawksford Values of Collaborative, Expert, Confident and Trusted.

To find out more or have a confidential discussion, please email recruitment@hawksford.com or call +44 1534 740000.