This role will lead and be responsible for the governance, management, and effective running of one of our 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.

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.

Job accountabilities

Client Management and Administration

• Act as an A signatory of Trust Limited and affiliated entities.
• Be on the Board of the affiliated (in house) entities and where required, managed entities.
• Oversee and manage a book of complex client relationships in accordance with procedures manuals, relevant laws,
• guidelines, regulations and codes of practice,
• Lead and communicate the implementation of all change, including new processes and procedures.
• Conduct Client Relationship meetings as appropriate to client base and in accordance with KPIs and standards.
• Monitor and review oversight data and address issues as necessary.
• Create strong, profitable relationships based on mutual respect with clients and a detailed knowledge and understanding of the clients affairs and encourage staff to do likewise.
• Anticipate client needs and manage client expectations in terms of service delivery.
• Anticipate potential tax/corporate issues when dealing with clients and recognise when to seek expert advice.
• Regularly seek feedback from clients/intermediaries to assess and evaluate the quality of service.
• Communicate and develop relationships with other Group offices as part of the overall client offering.
• Assist the Executive Directors with contentious client issues, making decisions as appropriate.
• Critically review financial/management reports to ensure they accurately reflect the activity/asset base.
• Actively participate in the take on of new business.
• Provide cover for Executive Directors when required.

Business Development

• Have responsibility for defining and meeting business development targets.
• Play a key role in developing the Private Wealth business line, through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with clients, advisors and marketing leads.
• Network with external contacts to further the development and growth of the business.
• Attend business forums and social functions to promote and raise awareness of our expertise and service offering.
• Prepare thought leadership articles and deliver internal and external knowledge sharing to promote the corporate services offering.
• Travel to meet existing and prospective clients/intermediaries, developing the relationship and exploring new business opportunities.
• Be alive to changes in the market and consider impact and potential opportunities.
• Have a general awareness of financial and economic developments globally.

Financial Management

• Ownership for the financial results and performance of self and the team ensuring that resource allocation, succession
• planning and business performance are aligned to achieve KPIs and deliver business strategy.
• Assist in setting and achieving budgets.
• Regularly review billing of clients.
• Ensure prompt collection of debtors.

Corporate Governance and Risk Management

• Work within the confines of our regulatory regime and work closely with our Compliance, Risk & Operations teams.
• Stay up to date with changes in legislative and professional standards that impact on the Company's work.
• Assist in the management of complaints, operational risks, suspicions etc. in accordance with local procedures and implement adequate internal controls to mitigate risk.
• Where required be a member on in house Committees.
• Ensure understanding and adherence to risk management policies and procedures and, where appropriate, be proactive
• identifying and proposing improvements.
• Assist in implementing and adhering to our standards and policies.

Leadership and Communication

• Inspire others and lead by example by promoting teamwork, developing people and encouraging team spirit across the Group.
• Lead and manage the team to include recruitment, performance management and development, reward and remuneration and engagement and motivation.
• Regularly attend meetings with other Senior Management, cascading information to the team regularly and actively inviting and receiving feedback.
• Lead the performance development process for the team, to include appraisals, objective setting, and development planning, recognising of good performance and addressing any underperformance.
• Be willing to share knowledge and experience, by supporting, advising and act as a coach and mentor for colleagues.
• Act as an ambassador for the business by actively championing the company's core values, raising the company profile and reputation and gaining respect in the marketplace.
• Encourage a positive approach to change.
• Contribution to Group projects and leadership of local business projects as required.

Personal Development

• Attend seminars and workshops, read industry publications and advisory briefs and follow developments in wealth management and corporate services to enhance professional and technical knowledge.
• Shape own development to reflect the affairs, priorities, and interests of clients and/or to meet the needs of the Company.
• Systematically plan and prioritise time and tasks to effectively handle multiple work activities simultaneously.
• Be aware of own impact and adapt style/approach to suit situation.

Minimum education and experience

• The post holder of this position should ideally be educated to degree level and should hold a professional qualification that meets Category A status recognised by the Jersey Financial Services Commission.
• The post holder should have extensive experience at a senior level in private wealth administration.
• The post holder will maintain evidence of continuing professional development and will take an active role in shaping their own development to stay relevant with the activities of the client base.

Required skills

• Comprehensive technical knowledge of and a proven track record in private wealth and client relationship management.
• Demonstrated knowledge of legal and regulatory framework operating in Jersey and other territories, including anti-money
• laundering provisions and relevant fiduciary laws etc.
• Good understanding of financial markets and finances in general.
• Ability to lead marketing and business development initiatives to include presenting and delivering new business pitches
• and other presentations confidently and professionally.
• Proven leadership skills and interpersonal skills for developing relationships with staff, intermediaries, and clients.
• The ability to engage, inspire and manage team to drive high performance.
• Excellent time management and organisation skills.
• Excellent critical analysis and problem-solving skills, with the ability to convey these to the team to drive high performance and efficiency.
• Excellent communication skills with the ability to impart knowledge to others, liaising with clients, clients advisors professional intermediaries, and all other potential sources of work.

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