Client Services Director

This is a pivotal leadership role for an experienced fiduciary professional who enjoys setting direction, leading people, and strengthening client relationships. This role sits at the heart of the business, combining client service excellence, commercial oversight, and regulatory leadership!

• Contribute to overall business strategy as a member of the senior leadership team.
• Develop and deliver a client service strategy to enhance satisfaction, retention, and growth.
• Lead and oversee the Private Wealth team responsible for trust, company, and pension services.
• Act as a senior escalation point for key clients and complex matters.
• Drive operational efficiency, service quality, and continuous improvement initiatives.
• Ensure services are appropriately scoped, billed, and reviewed to reflect value delivered.
• Identify opportunities to grow relationships with existing clients and introducers.
• Work with senior colleagues on business development and promotion of services.
• Ensure the highest standards of fiduciary governance and regulatory compliance.
• Lead, mentor, and develop team members, supporting succession planning and future leadership.
• Support audits, regulatory inspections, and risk management activities.
• Serve as a board director when agreed, following completion of relevant requirements.

The ideal candidate will have a minimum of 10 years' experience in private wealth or fiduciary services, with a proven track record in senior client services leadership. You will be commercially astute, highly credible with clients and regulators, and confident leading teams through growth and change. This role suits someone who combines strategic thinking with a strong commitment to client service, governance, and people development.

For a full job description or further information on this role please call 711188, or email

If you wish to apply for this role, please submit your CV via the Apply Now button below.