Associate Director, Private Wealth

Praxis Group•Guernsey, WY

44d

About The Position

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world. Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people. Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued. Be heard. Be part of the Praxis Group. Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Requirements

A minimum of 10 years’ relevant experience during which own portfolio of clients has been managed.
Hold a relevant qualification such as STEP, ACCA or equivalent.
Have significant experience in a client facing role, particularly with high net worth clients.
Strong written and verbal communication skills.
Good problem-solving skills.
A strong team player.
Ability to work to deadlines without supervision.
Strong supervisor skills and ability to manage a team.

Responsibilities

To use extensive knowledge to identify and provide a range of complex client solutions to clients.
Reviewing and approving payments as an A signatory.
Reviewing and approving board resolutions/minutes as an A signatory under the Praxis client signing arrangements.
Ensuring internal policies and procedures are adhered to.
Identify, recommend and provide advice and guidance on potential business improvements to directors/senior management.
Liaising with internal departments on complex legal, accounting, and taxation matters.
Liaison with the clients and intermediaries both by telephone and in writing, on complex matters.
To assist with the training of the team members with complex queries/problems.
Attend and conduct performance and objective reviews.
Oversee the management of the team.
Maintain and grow a complex client portfolio to support the expansion of the team and business.
Ensure financial targets are met by the team as set by the business.