Private Client Director

Jersey
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If you have a proven track record in wealth management and a passion for delivering exceptional client service, we want to hear from you!

Our client, an international provider of Active Wealth, Corporate Services & Global Expansion, Pensions & Incentives, and Fund Solutions, is seeking a dynamic Private Client Director to join their prestigious team.

In this high-impact role, you will play a key part in delivering exceptional wealth management solutions to an elite clientele. Your expertise will help drive the growth and success of the organisation, fostering strong client relationships and ensuring top-tier service.

In return the client offers a competitive salary and benefits package, opportunity to work with a global leader in wealth management and corporate service and access to a wide network of industry experts and resources.

KEY RESPONSIBILITIES:

  • Act as the primary contact and have overall responsibility for the client relationships associated with their administration team ensuring client services are exemplary
  • Manage and grow a portfolio of high-net-worth clients
  • Drive appropriate behaviour and take action to ensure agreed business targets are met for their team and will ensure all statutory records and company registers are maintained in good order
  • Provide tailored wealth management and financial planning solutions
  • Lead client meetings, presentations, and reviews to ensure satisfaction and identify new opportunities
  • Stay abreast of industry trends and regulatory changes to provide informed advice

QUALIFICATIONS AND EXPERIENCE:

  • Minimum of 15 years in wealth management or client services
  • Ability to develop and implement strategic plans to enhance client relationships and drive business growth
  • Demonstrated ability to manage and grow a portfolio of high-net-worth clients
  • Strong knowledge of industry regulations and compliance requirements

SKILLS & ATTRIBUTES:

  • Excellent interpersonal, presentation, and negotiation skills
  • Proven leadership experience with the ability to mentor and develop junior team members
Permanent
29 days ago
Job Title
Private Client Director
Reference
453
Job Category
Other
Job Location
Jersey
Job Salary
Negotiable
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