Our client is seeking a dynamic and commercially minded leader to take ownership of key client relationships and play a central role in driving the growth of their Private Wealth offering in Jersey. In this senior position, the successful candidate will act as a trusted partner to clients, providing strategic oversight to high-performing teams and contributing to the ongoing success of the business. The role requires a focus on building strong relationships, delivering exceptional service, and fostering the evolution of a growing organisation. Candidates who thrive in creating impactful connections and driving excellence in client service are encouraged to apply. This opportunity involves significant responsibilities, including leading strategic meetings, ensuring high-quality deliverables, and identifying opportunities for enhanced service offerings, all while embracing the values of sustainability and diversity within the workplace.
Job Duties:
- Drive client relationship excellence and growth by acting as the key contact for major clients.
- Lead strategic meetings, ensuring high-quality deliverables and identifying opportunities to deepen and expand service offerings.
- Achieve revenue, upsell and retention targets, review fee arrangements, and improve profitability across the portfolio.
- Implement effective new-business development plans.
- Provide strong leadership and team development, acting as a role model and ensuring succession planning.
- Foster a culture of shared knowledge, collaboration, and operational excellence.
- Embed robust risk management and compliance, ensuring adherence to laws, regulations, policies and control frameworks.
- Collaborate on jurisdictional and group strategies, contributing to business development initiatives and representing the business with stakeholders, intermediaries, and regulatory bodies.
Job Requirements:
- Strong knowledge and extensive experience in offshore financial services, including products, regulatory environments, risk mitigation and corporate governance.
- Professional qualifications and commitment to development, including membership of a relevant financial institute and evidence of ongoing CPD.
- Proven leadership ability with effective influencing skills and strong team-building capability.
- Excellent communication and interpersonal skills, including clear written and verbal communication.
- Demonstrated commitment to exceptional client service, collaboration, and maintaining high compliance standards.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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