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Client Director | Private Clients

Oversee, lead and mentor the private client teams, acting as a lead Director for a large diversified portfolio of clients within a global independent trustee and corporate administration firm, where they are committed to supporting employees in achieving their utmost capability, building on their existing talents and striving for excellence.

Being part of an organisation which fosters a philosophy to deliver the highest standard of services to clients, you will be expected to adopt this approach to build on existing client relationships, whilst being the high level point of contact for those clients.

This role offers a wide array of responsibilities, which will include people management and oversight of the client services teams, as well as managing the operational and fiduciary risks within this team.

Responsibilities will include:

  • Revenue and productivity of allocated clients ensuring own and team chargeability and productivity targets are met
  • Ensuring that an excellent level of client service is always maintained
  • Acting as a high-level point of reference on complex/non-standard transactions, procedural queries/problems/proposals
  • Developing client relationships, seeking out new business opportunities or income generating activities from existing clients where possible and developing a culture across the team which enables the same
  • Working closely with the Senior Manager, assisting on complex transactions, providing necessary training as and when required and enabling Line Managers to manage and achieve their own and their team’s KPI’s

Experience and skills required:

  • ACA/ACCA or LLB background with a career then built in private client trust
  • Ideally seven or more years’ experience in a similar role or an Associate Director role
  • Hold principal reasons status in accordance with the Financial Services (Jersey) Law 1998
  • Professional in approach to overseeing the business as well as direct reports
  • Understanding of relevant regulatory requirements for a Jersey regulated business
  • Evolving knowledge of client transactions, including complex transactions

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

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

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Client Director | Private Clients
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