Source Recruitment

Associate Director Client Relationship

Financial Services / Trust

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Not specified
Salary
Not specified

The Position

Seeking an Associate Director to join a capable fiduciary team, focusing on client relationship management within the trust sector.

The Responsibilities

This senior role offers the opportunity to work with a broad portfolio of sophisticated clients, acting as a key point of contact and providing strategic oversight to ensure excellent service delivery. This role is designed for a seasoned professional ready to operate at a high level, demonstrating leadership, technical expertise, and commercial awareness.

Experience / Qualifications / Education

You’ll bring a robust track record in the fiduciary industry, particularly in the administration of complex trust structures, and a strong understanding of regulatory and client service expectations. You'll also play a valuable role in mentoring team members, contributing to business development, and supporting senior leadership.

This is a fantastic opportunity for someone looking to step into a more strategic role—without the formalities of a directorship—while making a tangible impact on client outcomes and the wider team.

Benefits

Competitive

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