Head of Private Wealth
Apply for this jobAn exciting opportunity has arisen to join a well-respected financial services firm as Head of Private Wealth — a senior leadership position offering influence, strategic oversight, and the chance to shape the future of a high-performing private client team.
This is a standout role for a driven, commercially focused individual with a passion for delivering exceptional client service while ensuring robust regulatory standards and driving team performance.
KEY RESPONSIBILITIES:
- Lead and develop a successful Private Wealth team, ensuring high-quality service delivery across complex client portfolios
- Build strong internal and external stakeholder relationships to support the firm’s strategic ambitions
- Ensure ongoing compliance with regulatory obligations and risk frameworks
- Act as a visible and effective leader across business development, client engagement and operational excellence
QUALIFICATIONS AND EXPERIENCE:
- Proven leadership experience within a trust or private client fiduciary environment
- Deep understanding of offshore structures, regulatory frameworks, and high-net-worth client needs
- Commercial acumen and the ability to influence strategic direction
- STEP/ICSA qualification or equivalent highly desirable
SKILLS AND ATTRIBUTES:
- Proven ability to lead and inspire multi-jurisdictional private wealth teams while aligning operations with broader business goals
- Passion for delivering exceptional service and long-term relationship management
- Excellent interpersonal skills with the ability to influence at board level and engage effectively with stakeholders, clients, and regulators
- Must be Entitled or Entitled to work in Jersey
Permanent
3 days ago