Associate Director Private Capital
Job in
Jersey Marine, Neath, Neath Port Talbot, SA11, Wales, UK
Listed on 2026-10-26
Listing for:
Alexander Daniels
Full Time
position Listed on 2026-10-26
Job specializations:
-
Finance & Banking
Financial Compliance, Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
An exciting opportunity has arisen for an experienced fiduciary professional to join a leading private capital team. This is a senior position responsible for managing complex international client structures, supporting high-net-worth families, and delivering exceptional client service throughout the full lifecycle of fiduciary arrangements.
What You’ll Do- Manage and oversee complex international fiduciary structures from onboarding through their full lifecycle.
- Work closely with senior stakeholders to ensure the highest standards of client service and relationship management.
- Maintain accurate and up-to-date entity records, ensuring compliance with internal policies and regulatory requirements.
- Prepare comprehensive submissions and recommendations for governance, risk, and decision-making forums.
- Liaise effectively with clients, intermediaries, advisors, and service providers across multiple jurisdictions.
- Oversee periodic reviews, regulatory filings, and risk management actions, ensuring issues are addressed promptly.
- Monitor profitability, utilisation, and commercial performance through accurate time recording and effective resource management.
- Identify opportunities to strengthen client relationships and support broader business development initiatives.
- Mentor and support junior team members, sharing technical knowledge and encouraging professional development.
- Contribute to strategic projects, process improvements, and departmental initiatives as required.
- 5-10 years’ experience working with high-net-worth international families and complex fiduciary structures.
- A relevant professional qualification such as STEP, CGI (formerly ICSA), accountancy, or legal accreditation.
- Strong technical knowledge of trust and company administration, governance, and relevant regulatory requirements.
- Proven experience managing sophisticated international wealth structures independently.
- Excellent understanding of KYC, AML, CFT, and wider compliance obligations.
- Strong relationship management skills with the ability to engage confidently with clients, advisors, and other industry professionals.
- Sound commercial awareness and the ability to balance client service with business objectives.
- Excellent communication, organisational, and problem-solving skills.
- A collaborative approach and the ability to lead, mentor, and support colleagues.
- Experience using fiduciary administration systems and Microsoft Office applications.
- Take ownership of complex and prestigious international client relationships.
- Play a key role in fiduciary governance, risk management, and strategic decision-making.
- Work with high-net-worth families and sophisticated wealth structures across multiple jurisdictions.
- Enjoy a varied role combining client management, technical expertise, and leadership responsibilities.
- Mentor and develop junior professionals while advancing your own career.
- Join a collaborative and ambitious team committed to delivering exceptional service standards.
More information about this role is available upon request – contact the team today for further details.
Position Requirements
10+ Years
work experience
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