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Associate Director Private Capital

Job in Jersey Marine, Neath, Neath Port Talbot, SA11, Wales, UK
Listing for: Alexander Daniels
Full Time position
Listed on 2026-10-26
Job specializations:
  • Finance & Banking
    Financial Compliance, Regulatory Compliance Specialist, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 110000 GBP Yearly GBP 75000.00 110000.00 YEAR
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.
What You’ll Need
  • 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.
Why Join?
  • 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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