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Director, Private Clients - Job Ref 35597

Full TimePermanentNot specifiedAdministration
Posted 15 March 2026Closes 2 April 2026

Job Description

Our client is seeking an experienced Director for Private Clients to manage a portfolio of ultra-high net worth individuals and families. This role encompasses full primary client responsibility, supported by a skilled team of trust officers and client accountants, while liaising with advisers as necessary. The successful candidate will have extensive experience in both contentious and non-contentious trust matters, along with a solid understanding of investment issues and trustee risk. Moreover, this position includes marketing and business development responsibilities, encompassing the maintenance and development of relationships with referral sources to expand the firm’s client base. Our client prioritises providing exceptional service, requiring an intimate understanding of clients’ affairs to ensure timely administration and prompt billing processes. Please email team@itchyfeet.im or follow the below link for further information and for details on how to apply https://itchyfeetoffshore.com/jobs/35597-director-private-clients-isle-of-man/

Automation Risk

Automation probabilityi28%
AI exposure (AIOE)i54%

This role has a low automation risk due to its reliance on human judgment, interpersonal skills, and relationship management, especially in contentious trust matters and business development. However, several administrative and reporting tasks can be meaningfully augmented by AI and specialized software, resulting in a moderate AI exposure score.

Task analysis

  • Manage a portfolio of ultra-high net worth private clients, ensuring all fiduciary and administrative responsibilities are met.
  • Lead and mentor a team of trust officers and client accountants to deliver exceptional client service.
  • Oversee both contentious and non-contentious trust matters, including dispute resolution and legal liaison.
  • Liaise with external advisers (e.g., lawyers, investment managers) to coordinate client affairs.
  • Monitor and manage trustee risk and ensure compliance with relevant regulations.
  • Drive business development by maintaining and expanding relationships with referral sources.
  • Ensure timely administration and prompt billing for client services.
  • Prepare and review reports on client portfolios and trust activities.
  • Represent the firm at industry events and client meetings to enhance the firm's profile.

Automatable AI-assisted Human-only

Occupational Classification

🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 1132Financial Managers and Directors
O*NET: 11-3031.02
AI analysis: 15 March 2026

UK Salary Benchmark

Office administrative, office support and other business support activities · ONS ASHE 2024 annual earnings

scale £50k
UK sector median
£34,855
UK sector mean
£49,618
£0£13k£25k£38k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage AI tools for regulatory compliance monitoring and reporting.
  • Use CRM analytics to identify business development opportunities.
  • Automate routine trust administration with workflow software.

📈 Disruption outlook

10%1 yr
22%5 yrs
38%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentCognitiv+ AI Compliance

Automates compliance monitoring and regulatory updates.

💻 TechnologyTrustQuay Portal

Streamlines trust administration and client reporting.

🌍 OutsourcingSpecialist Compliance Firms

Handle routine monitoring and reporting externally.

Recommendation

Augment role

AI best augments compliance, reporting, and routine administration; human skills remain vital.

Microsoft Copilot & M365

Power Automate

Automate billing and trust administration workflows

Copilot for Word

Draft client reports and legal correspondence efficiently

Power BI

Visualise portfolio performance and risk dashboards

Key Skills

Client Relationship ManagementExpertTrust AdministrationExpertStakeholder ManagementAdvancedTeamworkAdvancedReport WritingAdvancedCritical ThinkingAdvancedRisk ManagementAdvancedProject ManagementIntermediateSales and MarketingIntermediateAdministration and ManagementExpertFinancial ReportingIntermediateBusiness DevelopmentAdvanced

Knowledge Areas

Trust and Company AdministrationFiduciary Duties and GovernanceRegulatory ComplianceFinancial Services IndustryRisk ManagementBusiness DevelopmentClient Service and Relationship ManagementLaw and Government

Alternative Career Paths

Head of Fiduciary Services90% match

Lead the entire fiduciary division, overseeing all trust and company administration functions.

Private Wealth Manager75% match

Manage investment portfolios and provide holistic financial advice to high-net-worth clients.

Chief Operating Officer (COO) – Trust Company70% match

Oversee operational strategy and service delivery for a trust and fiduciary firm.

Director, Family Office80% match

Direct all aspects of a multi-family office, including investments, governance, and client relations.

Also Consider

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

39%

of conversations

Job Zone

4/5

Considerable prep

O*NET Median Salary

£101k

US ref. $128k · fx 0.79

Occupational family: Management · Wage group: Financial Managers

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