Client Services Director, Private Wealth

Our Client is seeking a Client Director, Private Wealth, to join their team.

Key Responsibilities:

  • Provide professional, high-level expertise to manage and oversee the efficient and profitable administration of trusts and companies, alongside managing your client administration team
  • Fulfil the specific requirements assigned to Principal Persons under the Money Laundering (Jersey) Order 2008 and other relevant legislation
  • Act as ‘A’ Authorised Signatory on all matters, acting as Director on client entities and as a representative of corporate trustee for client entities
  • Work closely with the Board members on client-related matters to ensure all aspects of client services are provided in a satisfactory and timely manner
  • Actively participate in business development processes and initiatives to develop and build the client base
  • Ensure the corporate brand is always upheld and represent the company professionally at client meetings and events
  • Develop, maintain and assess the effectiveness of systems and controls in line with evolving requirements

Key Requirements:

  • Extensive experience operating at a similar level within a similar business
  • A relevant professional table 4 qualification recognised by the JFSC, such as STEP/ICSA Diploma (now CGI)
  • Strong knowledge of all risk and compliance regulations relevant to Jersey
  • Experience managing and developing a team in a busy, fast-paced environment, focused on delivering best-in-class service

For more information, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Trust & Corporate Services
Job Posted: 
Mon, 23 Jun 2025
Closing Date: 
Sun, 21 Sep 2025
Reference: 
12689

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