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Client Services Director - Private Wealth

Purpose of the role:

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of the business processes on an ongoing basis.

Responsibilities:

  • Act as ‘A’ Authorised Signatory on all matters, acting as Director on client entities and as a representative of trustee for client entities
  • Work closely with the Board members on client-related matters to ensure all aspects of client services are provided in a satisfactory and timely manner
  • Actively participate in business development processes and initiatives with a view to developing and building the client base
  • Ensure the corporate brand is upheld at all times and represent the company professionally at client meetings and events
  • Develop, maintain and assess the effectiveness of systems and controls in line with evolving requirements

Skills required:

  • You will be a Jersey Entitled resident with good organisational skills and experience working in a trust and company administration environment
  • Hold a relevant professional qualification with the flexibility and willingness to learn
  • Excellent verbal and written communication skills
  • Ability to make strong decision in a timely and effective manner
  • Experience leading a team and dealing with HR matters

Trust & Company Administration

1758

 

Trust & Company Administration

1758

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