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Executive Director, Private Wealth

Our client is seeking an accomplished Executive Director to join their Private Wealth division. This senior-level role is based in Guernsey and involves governance, management, and the effective running of the business, ensuring alignment with group strategy and compliance with all relevant legislation. Acting as a member of the Board and leading Private Wealth administration teams, the postholder will be a key ambassador for the organisation, raising its profile and building strong relationships with clients, intermediaries, and stakeholders. Click here to read more

 

Job Duties:

  • Act as a Board member and ‘A’ signatory for relevant entities.
  • Manage a portfolio of complex client relationships, ensuring compliance with laws, guidelines, and company standards.
  • Lead and develop teams, ensuring alignment with business strategy and performance objectives.
  • Drive business development, sourcing and maintaining introducers, and meeting growth targets.
  • Conduct client relationship meetings and oversee the implementation of key department projects.
  • Develop and promote fiduciary services offerings across jurisdictions.
  • Represent the organisation at business forums and deliver thought leadership to promote services.
  • Travel to meet clients and intermediaries, fostering relationships and exploring new opportunities.
  • Monitor compliance with risk management policies, corporate governance standards, and regulatory requirements.
  • Oversee recruitment, performance management, and development of senior management staff.
  • Ensure high-quality financial reporting and operational performance through monitoring and review.
  • Promote a culture of professionalism, teamwork, and excellence.

 

Job Requirements:

  • At least 10 years of relevant experience, including Board-level responsibilities.
  • A professional qualification in a fiduciary-related discipline.
  • Registered as a Principal Person with the Guernsey Financial Services Commission.
  • Comprehensive technical knowledge of fiduciary structures, such as trusts, companies, pensions, and partnerships.
  • Demonstrable expertise in Guernsey’s legal and regulatory framework, including anti-money laundering provisions.
  • Proven leadership skills with the ability to engage and motivate teams.
  • Experience in client relationship management and business development.
  • Strong analytical and problem-solving abilities.
  • Excellent communication, organisational, and time-management skills.
  • Knowledge of financial markets and global economic developments.

 

What You’ll Love:

You will be part of a dynamic and collaborative organisation that values teamwork and fosters professional growth. Our client is committed to supporting its employees through a culture of openness, respect, and shared success. You will have the opportunity to work with a diverse portfolio of international clients, delivering innovative and high-quality services while being supported in achieving your personal and professional aspirations.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here