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Posted about 1 month ago

Contribute to the success of an award-winning bank and oversee the business development and marketing of fiduciary services, identifying opportunities for growth with new and existing clients within designated regions.

Using your previous business development experience within financial services, you will be responsible for generating new opportunities with internally referred clients and third parties. You will also play an active role in developing the business development strategy and provide specialist product support to the Jersey, London and other international teams, assisting with the marketing of the bank’s trust and fiduciary services.

You will also maintain and grow strong business relationships and be confident networking on a regular basis. Some travel will be required, primarily to London.

Responsibilities will include:

  • Developing and driving the trust and fiduciary strategy, identifying potential new clients and business growth opportunities

  • Working towards agreed business development and revenue targets for new and existing clients 

  • Building and maintaining a strong network of relationships with internal and external stakeholders  

  • Supporting Wealth Managers in developing relationships with clients

  • Producing the business development plan in line with the overall strategy and ensuring effective management reporting 

  • Assisting with recruitment drives and playing an active role in improving employment engagement

Experience and skills required:

  • Ideally hold a relevant professional qualification such as ICSA, STEP or ACCA 

  • Minimum 8 years’ experience in direct financial product sales 

  • Previous experience presenting structuring proposals to clients

  • Experience travelling to emerging markets  

  • Strong relationship building and negotiation skills 

If you’d like to find out more information about this opportunity, please call Sue Pallot on 01534 626711 or email

We are an equal opportunity employer and value diversity at all times.