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This is a senior role within the Private Client division. The principle responsibilities are the management of a portfolio of Ultra High Net Worth clients holding wide ranging asset classes through trust structures reporting to one or more Directors, overseeing an administration team and taking part in new business development.
The Private Client division provides a supportive, team-based, client-focused environment that is dedicated towards delivering high quality services to a select group of UHNW clients.
Skills / experience requirements
A minimum of 7 years’ overall experience in a similar role with a particular focus on Private Clients;
A track record of developing revenue from new and existing clients;
Excellent networking, communication, organisational and leadership skills;
Proven ability to manage a team;
A good understanding of Jersey trust and company law and other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues;
A keen awareness of risk issues in the context of fiduciary responsibilities;Motivated and driven with an ability to work under pressure to tight deadlines and demanding financial targets;
A willingness to travel as business needs dictate;
An ability to embrace and execute change while providing support to employees through the process;
Hold a Category A or B professional qualification under the JFSC Codes of Practise.
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