A leading financial services organisation is seeking an accomplished senior professional to lead its Private Wealth & Family Office division. This is a rare opportunity for an experienced executive to shape strategy, drive growth, and act as a trusted adviser to UHNW families at the highest level.

KEY RESPONSIBILITIES:

• Provide strategic leadership and direction across the Private Wealth & Family Office service line
• Act as a senior advisor to high-net-worth and ultra-high-net-worth families, managing complex, long-term relationships with discretion and professionalism
• Oversee the establishment and administration of sophisticated structures including trusts, foundations, family office vehicles and multi-jurisdictional asset holdings
• Drive growth through business development, strategic planning, and identifying new service opportunities
• Hold responsibility for commercial performance, including budgeting, forecasting and P&L delivery
• Ensure strong governance, risk management and regulatory compliance across all operations
• Collaborate with internal specialists (tax, fiduciary, corporate services) to deliver integrated wealth solutions
• Provide leadership, guidance and mentorship to senior team members, supporting a culture of excellence and continuous improvement
• Represent the business in senior forums and contribute to wider strategic initiatives

QUALIFICATIONS AND EXPERIENCE:

• Significant senior experience (10+ years) within private wealth, family office or fiduciary services
• Proven track record managing and developing UHNW client relationships
• Deep technical understanding of wealth structuring, succession planning, governance frameworks and cross-border considerations
• Relevant professional qualification (e.g., trust & estate, governance, accounting, tax) or equivalent senior-level expertise
• Demonstrable experience leading high-performing teams and influencing at board or executive level
• Excellent understanding of regulatory requirements, risk management and compliance within the private wealth sector

SKILLS AND ATTRIBUTES:

• Strategic and visionary: Able to shape long-term direction while maintaining operational discipline
• Client-centric and trusted: Naturally able to build credibility and trust with UHNW families and advisers
• Commercially astute: Strong business development mindset with the ability to identify and unlock growth opportunities
• Leadership presence: Inspires teams, drives accountability and fosters a collaborative, high-performance culture
• Ethical and discreet: Operates with integrity and sound judgement at all times
• Must be Entitled or Entitled to work in Jersey