Source Recruitment

Client Services Director, Private Wealth

Management / Financial Services

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Immediately
Salary
Not specified

The Position

This opportunity is with an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

The Responsibilities

This role will lead and be responsible for the governance, management, and effective running of one of the private client teams, ensuring alignment with Group strategy and adherence to all relevant legislation. This will include setting, agreeing, and delivering budgets and new business targets, as well as being actively involved in developing client and intermediary contacts, new relationships, and identifying and being alive to new areas of business.

Experience / Qualifications / Education

The post holder will be an engaging people leader and a dynamic, self-motivated, and technical trust professional. They will work closely with the Board of Directors to grow and develop the Jersey business and private client base, collaborating and developing links with other Group offices to deliver client service.

Benefits

Highly competitive. 

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