Our client is seeking a Private Client Services Director to oversee the effective management of a client-handling team within the Private Client department. This role reports to the Senior Director / Deputy Head of Private Client Services in Jersey and is responsible for ensuring the team provides a professional and comprehensive administration service to both existing and prospective clients. The position involves strategic planning, team management, and the delivery of operational, financial, and business objectives.
Job Duties:
- Oversee the management of a varied portfolio of clients, ensuring appropriate allocation within the team and maintaining quality and accuracy in administration.
- Take joint responsibility for the success of the business, proactively directing the administration and workloads to meet client needs.
- Deliver on integrated initiatives to promote optimum operational, financial, and business performance.
- Manage team performance against targets and budgets, ensuring budgetary and performance goals are met, including KPIs for financial, management, and risk metrics.
- Analyse team performance and incorporate insights into the planning of strategies, resources, and procedures.
- Attend divisional and director meetings, contributing to discussions and strategic decisions.
- Fulfil the function of “Client Director” or “Senior Client Director” for appropriate client entities.
- Ensure corporate governance in line with regulatory requirements and the Group’s long-term business plan.
- Lead and attend client meetings, liaising with professional advisers to deliver proficient and value-added service.
- Develop and maintain long-term client relationships, working closely with clients, advisers, and intermediaries.
- Manage and accurately price new business enquiries, ensuring full explanation of resources and services provided by the Group.
- Actively participate in internal business development meetings and identify new business opportunities.
- Provide oversight on the complex aspects of client portfolios and maintain close working relationships with other divisions and teams.
- Ensure compliance with Risk & Compliance procedures, including regulatory and AML obligations.
- Manage risks associated with your client portfolio and guide the immediate team on reporting unusual transactions.
- Act as an “A” signatory (subject to approval by the Board and Committee).
- Coach and mentor the immediate team, ensuring professional development and adherence to CPD requirements.
- Adhere to the JTC core values and guiding principles.
Job Requirements:
- 10+ years of experience in a similar role, holding a relevant Professional (Cat A) Qualification.
- Extensive experience in UHNW client relationships.
- Strong management and leadership skills, with a willingness to share knowledge and expertise with the team.
- Experience at Director level with complex Trust and Company Structures.
What You’ll Love:
Our client offers the opportunity to oversee a dedicated client-handling team in a dynamic and rewarding environment. In this role, you’ll be responsible for driving the strategic objectives of the Private Client Services department and contributing to the overall success of the business. The position offers the chance to work with UHNW clients and develop lasting relationships while ensuring top-tier service. With a strong emphasis on leadership, coaching, and personal development, this role provides an ideal platform for those seeking to further their career in a challenging and rewarding industry.
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