Our client is seeking a Client Director within the trust company business sector. The role involves administering a portfolio of managed trusts, companies, and foundations while managing the Client Group. This is a full-time position based in Jersey. The Client Director will be responsible for leading the client service team, ensuring regulatory compliance, and fostering strong client relationships. The successful candidate will also participate in business development and be involved in operations management. Click here to read more.
Job Duties:
- Administer a portfolio of trusts, companies, and foundations, liaising with clients, banks, and investment managers
- Lead and manage the Client Group, ensuring workloads are handled effectively
- Train and develop junior staff, providing regular performance management
- Monitor time charging, invoicing, and cash collection for the Client Group
- Maintain a strong understanding of company policies and relevant legislation, including AML/CFT/CPF
- Ensure adherence to regulatory requirements and participate in risk management processes
- Attend client and advisor meetings, including off-island travel as needed
- Support the development of new business and collaborate with directors on operations activities
- Maintain and develop relationships with professional advisors and third parties
- Represent the company at marketing events and functions
- Ensure accurate completion of statutory filings (FATCA/CRA, Jersey and UK tax, BOC returns)
- Manage working capital, including billing and chargeable time targets
Job Requirements:
- Must fulfil a ‘JFSC - Senior Manager Function’
- Capable of receiving JFSC no-objection as a Principal Person
- Functioning as a Category A Employee under the Financial Services (Jersey) Law, 1998 and Code 3
- Category “A” signatory on the authorised signatory list
- Minimum of five years relevant experience
- Hold a Table 4 qualification (e.g., STEP Diploma, ICAEW, ACCA)
- Commitment to completing 25 hours of CPD per annum
What You’ll Love:
You will be joining a dynamic team that values flexibility, impartiality, and exceptional service delivery. Our client’s independent status ensures that services provided are wholly impartial, giving you the opportunity to work with a wide variety of clients, including private families and institutional groups. With opportunities for personal growth and business development, you’ll play a key role in shaping the company’s future.
