Our client is seeking an Executive Director - Private Wealth to join their team.

As a member of the Board this role will be responsible for the governance, management and effective running of the business, ensuring alignment with Group strategy, adherence to all relevant legislation and acting at all times in accordance with the Terms of Reference for the Board of Directors. Leading the Private Wealth administration team(s) the postholder will act as an ambassador for the Company, raise its profile, build its reputation, and gain respect in the marketplace from clients, intermediaries, shareholders, employees and other stakeholders.

Job accountabilities:

• Board member and ‘A’ signatory.
• Oversee and manage a book of client relationships in accordance with procedures manuals, relevant laws,guidelines, regulations and codes of practice.
• Lead a team/department/function and have responsibility for meeting business development targets.
• Act as the main point of contact in a Client Relationship Director role with responsibility for a complex
• portfolio of trusts, companies or other entities to provide administrative and management services.
• Take full ownership for the financial results and performance of one or more team(s) ensuring that resource allocation, succession planning and business performance are aligned to achieve KPIs and deliver business strategy.
• Conduct Client Relationship meetings as appropriate to client base and in accordance with KPIs and standards.
• Control and leadership of implementation of ad hoc Department projects from time to time.
• Involvement in the development of fiduciary offerings including the introduction of any products developed in other territories.
• Deliver the business development strategy through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with
• clients, advisors and marketing leads.

Minimum education and experience

• A minimum of 10 years’ relevant experience.
• Be / to be registered as a Principal Person with the Guernsey Financial Services Commission.
• Hold a professional qualification.
• The post holder should have extensive fiduciary knowledge at a senior level, to include previous Board experience.

Required skills

• Comprehensive technical knowledge in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships etc.
• A proven ability to manage and maintain client relationships in accordance with KPIs and standards.
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti money laundering provisions and relevant fiduciary laws etc.
• Ability to lead marketing and business development initiatives to include presenting and delivering new business pitches and other presentations confidently and professionally.
• Demonstrated ability to take responsibility for own work including the prioritization of workload and the ability to meet deadlines.
• Excellent communication skills and ability to impart knowledge to others, liaising with clients, clients’ advisors, professional intermediaries, and all other potential sources of work.
• Proven leadership skills with the ability to engage, motivate and manage team to drive high performance.

For more information, please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com