Our client is seeking an experienced Executive Director to oversee governance, management, and strategic alignment of its Private Wealth operations. This role serves on the Board and will lead the Private Wealth administration team, representing the organisation in the marketplace and fostering its reputation among clients, intermediaries, and stakeholders. Key responsibilities include client management, business development, corporate governance, and regulatory compliance to support growth and strengthen the firm’s private wealth and fiduciary services. Click here to read more.
Job Duties:
- Serve as a Board member and ‘A’ signatory, overseeing complex client relationships while ensuring compliance with regulatory standards
- Act as the primary contact for an advanced portfolio of trusts, companies, and other entities
- Drive business development initiatives to achieve growth targets and promote client service offerings
- Manage financial performance, including team resource allocation, succession planning, and KPIs
- Conduct regular client meetings in alignment with client management standards and key performance indicators
- Execute departmental projects, contribute to new product development, and represent the company at industry events
- Network with external contacts to expand market presence and identify new business opportunities
- Monitor financial reports and client billing processes to ensure timely and accurate revenue capture
- Implement corporate governance and risk management policies in line with regulatory standards, including anti-money laundering provisions
- Maintain oversight of internal controls, mitigate risks, and propose improvements to risk management protocols
- Lead recruitment, development, and performance management within the Private Wealth team
- Support staff in professional growth, mentor colleagues, and act as a company ambassador to enhance brand reputation
- Set measurable goals for the team, addressing underperformance and recognising achievements
- Inspire teamwork and implement a positive approach to change across the organisation
Job Requirements:
- Minimum of 10 years' experience in a senior fiduciary role, including previous Board experience
- Professional qualification meeting Category A standards recognised by the Jersey Financial Services Commission, with registration as a Principal Person
- Comprehensive knowledge of fiduciary structures such as trusts, companies, pensions, and partnerships
- Demonstrated ability to meet client relationship KPIs, with thorough understanding of Jersey and other regulatory frameworks
- Proven experience in managing and presenting business development initiatives and pitches
- Excellent interpersonal skills to foster client and intermediary relationships, with strong communication abilities
- Proven leadership qualities with a focus on developing, motivating, and managing high-performing teams
- Strong analytical and problem-solving skills, with ability to streamline work processes and drive team efficiency
- Good understanding of financial markets and global economic developments
- Exceptional time management, organisation, and multi-tasking skills
What You’ll Love:
Our client is dedicated to fostering an inclusive, collaborative environment where every team member’s voice is valued. With a strong focus on personal and professional growth, you will have the opportunity to lead within a dynamic, client-focused business that prioritises openness and innovation. Our client welcomes your application.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
