Associate Director

Division | Jurisdiction

Associate Director

Associate Director

Job Title

Private Client

Private Client

Division

Jersey

Jersey

Jurisdiction

Role Summary

This is a senior role within the Private Client division of Sanne. The principle responsibilities are the management of a portfolio of Ultra High Net Worth clients holding wide ranging asset classes through trust structures reporting to one or more Directors, overseeing an administration team and taking part in new business development.

The Private Client division provides a supportive, team-based, client-focused environment that is dedicated towards delivering high quality services to a select group of UHNW clients.

 

Key Responsibilities

  • Provision of high quality client service to a varied portfolio of predominantly Ultra High Net Worth clients liaising with clients and advisers
  • Ensuring that all day to day matters required to be completed are performed in a timely and satisfactory manner
  • Establish, build and manage strong relationships and networks with intermediaries and internal contacts, assisting with new business enquiries and the implementation of new structures
  • Overseeing and providing technical support to the administration team with responsibility for the development of team members
  • Act as an Authorised Signatory for fiduciary and banking purposes
  • Be a key member of the Private Client management team, actively participating in development of the Division in accordance with the overall strategic plan
  • Assist in the development and strategic management of the Private Client division contributing to the leadership of the division, supporting the business plan and ensuring that staff understand the overall Sanne vision
  • Contribute to ensuring the Division meets financial targets including revenue growth, debtor collection and new business  

 

Skills / Experience Required

  • A minimum of 7 years’ overall experience in a similar role with a particular focus on Private Clients;
  • A track record of developing revenue from new and existing clients;
  • Excellent networking, communication, organisational and leadership skills;
  • Proven ability to manage a team;
  • A good understanding of Jersey trust and company law and other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues;
  • A keen awareness of risk issues in the context of fiduciary responsibilities;
  • Motivated and driven with an ability to work under pressure to tight deadlines and demanding financial targets;
  • A willingness to travel as business needs dictate;
  • An ability to embrace and execute change while providing support to employees through the process;
  • Hold a Category A or B professional qualification under the JFSC Codes of Practice.

 

Next steps

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  • About us

    SANNE is a leading global provider of alternative fund and corporate administration services.

  • Our services

    SANNE provides clients across the globe with a wide range of complementary business services, focused on two core areas: alternative asset services and corporate and private client services.

  • Our approach

    We understand that each client relationship has a unique set of requirements and expectations; that is why our client service teams are handpicked and tailored to fit the specific and evolving needs of each client.

  • Thought leadership

    At SANNE, we collaborate and share our knowledge and best practice with those we value. These are the things that make the difference.

  • Our people

    We work with talented people. It’s their deep expertise, knowledge and collaborative nature that differentiates us. We see things differently.

  • Global locations

    Our offices are spread across three global regions: The Americas, EMEA and Asia-Pacific & Mauritius.