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Director – Private Wealth

REF: 261 | Trust Administration |
  • Location: St helier
  • Type: Permanent
  • Job #261

Purpose of the role:

Are you an experienced client-facing Director with a passion for delivering first-class client service to UHNW families? Our client is looking for an energetic and innovative individual who is an enthusiastic team player and enjoys building trusted client relationships.


  • Work closely with the partners in relevant areas on business development, including playing a leading role in client pitches and business development activities
  • Responsible for a portfolio of UHNWI private wealth clients and ensure that client relationships and transactions are managed efficiently and to a high standard
  • Act as a role model to all colleagues and assist with developing teams of motivated, highly proficient governance professionals who act in accordance with the firm's values
  • Ensure that all relevant colleagues have an understanding of the transactions they are working on, provide technical support and training to them as and when required
  • Ensure client expectations are properly managed and valuable relationships are nurtured so as to preserve and maintain their reputation and the potential for repeat work and referrals
  • Effectively manage the day-to-day activities of team members reporting to you to include timely and accurate work, meeting deadlines, managing WIP and debt
  • Ensure consistency of client service levels across all relevant colleagues and deal swiftly with any identified issues
  • Become a go-to expert on the firm's policies & procedures and uphold them at all times
  • Show an awareness of the integration of their Governance Services Jersey office with the Governance Services in other jurisdictions, operating in a unified, consistent and co-ordinated manner
  • Support a unified, consistent and co-ordinated approach with their law firm
  • Build trusting professional relationships with, and collaborate effectively with, the firm's Risk and Compliance team, keep abreast of all relevant regulatory changes and industry standards
Skills required:
  • Deep knowledge of the market for private wealth services to UNHWI clients, and strong connections with the onshore intermediaries operating in that market
  • Ability to manage and prioritise tasks, time and people in order to meet deadlines
  • Highly-developed interpersonal skills; a real team player
  • Strong attention to detail and accuracy
  • Pro-active and service-orientated approach
  • Drive, ambition, an objective-setter who achieves goals
  • Highly-developed skills in (a) identifying risk, especially foreign tax risk, complex fiduciary risk and financial crime risk and (b) managing such risk, including by obtaining, understanding and implementing advice
  • Discretion and demonstrable good judgement
  • Ability to work independently
  • Excellent verbal and written communication skills.

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