Director – Private Wealth Services - Jersey

Key Responsibilities

• Continue the client development strategy in coordination with the law firm
• Undertake business development activity alongside the broader team to deliver the client development strategy and income growth targets
• Support and demonstrate excellent client service, leading and motivating the Private Wealth team, providing coaching and development support as required
• Work closely with peers in other jurisdictions, sharing best practice, coordinate activity and resources
• Continuous review of changing market requirements and service improvement opportunities
• Maintain a strong relationship with the law firm resulting in seamless client service, product development and service enhancements
• Contribute to marketing activity including client briefings, internal product training, evaluation of trends and support the social media strategy
• Reinforce the Group Vision and the use of lean management/continuous improvement tools to support sustainable, incremental business improvements
• Develop content for relevant policies and procedures and wider Knowledge Management utilising the existing infrastructure
• Where required, working with the Head of Risk, obtain relevant regulatory approvals

Skills, Knowledge and Expertise

• A strong background with a minimum of 10 years in private wealth services
• Considerable practical experience, supported by a relevant professional qualification such as STEP, CGI, ACCA
• Hands on experience in managing private wealth engagements, including growing existing and new client relationships as part of relevant BD activity
• Demonstrated ability to build and lead a strong motivated team by providing guidance, feedback and day to day direction
• Strong client service mentality, with extensive technical skills in the relevant service delivery
• Self-driven and willing to take on responsibility with the ability to keep resilient under pressure
• In-depth knowledge of Fiduciary administration operations
• Knowledge of regulatory environments, with experience of liaising with the relevant regulators
• Excellent collaboration skills through strong stakeholder management
• Proven ability to influence, negotiate and communicate with internal and external customers through verbal and written formats
• Good understanding of LEAN/Six Sigma and/or general continuous improvement tools, ideally with a relevant accreditation
• Proven diagnostic and problem solving skills, drawing to conclusions to achieve the best outcome for the business
• Technically advanced, always striving to make best use of available systems