Our client is seeking an experienced Client Services Director to lead the governance, management, and operation of a private client team. This role involves responsibility for aligning team goals with strategic objectives and ensuring compliance with relevant legislation. Key responsibilities include managing budgets, overseeing new business targets, and fostering client and intermediary relationships to drive new business opportunities. Working closely with the Board of Directors, the successful candidate will support the growth of the Jersey business and private client base, collaborating across offices to ensure exceptional client service. Click here to read more.
Job Duties:
- Act as an ‘A’ signatory and represent the organisation on internal boards and, where required, on managed entities
- Oversee and manage complex client relationships, ensuring compliance with regulations and codes of practice
- Implement and communicate changes, processes, and procedures within the team
- Conduct client relationship meetings in line with company standards
- Anticipate client needs, manage expectations, and build profitable, respectful relationships
- Proactively address client issues, identify tax or corporate considerations, and seek expert advice as needed
- Maintain regular communication with other offices and support the Executive Directors on client matters
- Contribute to new business initiatives and provide leadership in client onboarding
- Assume responsibility for achieving business development targets, networking, and promoting the private wealth business line
- Attend business forums and industry events to raise service awareness and foster professional relationships
- Support financial performance of the team, including budget planning, client billing, and debtor management
- Stay informed on regulatory changes, manage operational risks, and engage with compliance teams as necessary
- Uphold corporate governance standards and lead risk management initiatives within the team
- Provide leadership across recruitment, performance management, and team development
- Act as a mentor, sharing knowledge and encouraging team engagement
- Lead projects and drive group objectives to support local and group-level initiatives
Job Requirements:
- Degree-level education with a relevant professional qualification recognised by the Jersey Financial Services Commission
- Extensive senior-level experience in private wealth administration
- Demonstrated experience with private wealth and client relationship management
- In-depth knowledge of regulatory frameworks in Jersey and related jurisdictions
- Understanding of anti-money laundering practices and fiduciary laws
- Strong grasp of financial markets and economic developments
- Proven experience in business development, including presenting new business proposals
- Effective leadership and interpersonal skills for building client, intermediary, and team relationships
- Strong organisation and time-management capabilities
- Critical thinking, problem-solving, and ability to convey strategies effectively
- Excellent written and verbal communication skills, with the ability to coach and mentor
What You’ll Love:
Our client is committed to creating a thriving and inclusive work environment, valuing each team member’s voice and fostering a culture of openness and respect. With a focus on personal growth and team collaboration, you’ll find abundant opportunities to develop professionally within a fast-paced, supportive setting. Our client values teamwork, inspiring each individual to excel and contribute meaningfully to collective success.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
