Client Director- Private Wealth

Boston Link

Working as a Client Director and you are now looking for your next challenge in Guernsey?

  • Join an international company best known for its fiduciary services

Join a global leader, with offices across Europe, America, and Asia, providing advisory and fiduciary services to clients, and building strong long-term relationships.
  • Proactively oversee the day to day management and administration of an engagement portfolio of client entities and provide fiduciary support to non- engagement cases.
  • Work towards financial targets in terms of budgeted chargeable hours, recovery rates and debtors.
  • Liaison with Fiduciary Investment Services on quarterly investment performance monitoring
  • Keep up to date and share with your colleagues any changes in internal policies and procedures and other regulations directly referring to fiduciaries administration businesses and Company Directors.
  • Assist the administration teams, monitoring performance, resolving problems and contributing to technical issues.
  • Ensure compliance with AML and CDD procedures.
  • Attend monthly and quarterly management meetings, and when possible, social events organised by staff members.
  • Develop good relationships with members of staff, assisting with appraisals, training, mentoring and encourage good effective communication.
  • Assist with recruitment processes, marketing, and business development strategies
Your Profile
  • Previous experience in a similar role, ideally with a focus on real estate businesses.
  • Hold a professional qualification such as ICSA, STEP or equivalent
  • Broad understanding of a wide range of fiduciary products
  • Use your own initiative