Client Relationship Director

Ref: 42907_1666109445
Permanent, Full-time
Senior Executives, Trust & Corporate

Are you a Director who has experience working within a private bank, financial services business, law or advisory firm?

Our valued client, a bespoke professional services provider is seeking a Client Relationship Director to join their growing team in Guernsey.

Acting as the client relationship principal for a varied portfolio of trusts, companies, foundations & partnerships, you will undertake business development to attract new clients, ensuring that commercial growth targets are met.

Business development activities will require travel to London and other centres to meet intermediary referrers and attend marketing events.

  • Liaising with other departments in relation to operational matters affecting Client Relationship matters.
  • Conducting Client Relationship meetings as appropriate to the client base and in accordance with company KPIs and standards
  • Monitoring and reviewing oversight data and addressing issues as necessary. Acting as ‘A’ signatory of the company and its operating subsidiaries 
  • Assisting with the development of fiduciary offerings including the introduction of any products developed in other territories

The ideal candidate will be professionally qualified, experienced and possess technical competence in relation to all Fiduciary matters: trusts, companies, pensions, limited partnerships etc.

You’ll demonstrable the ability to work with complex structures and have knowledge of legal/regulatory frameworks operating in Guernsey and other territories, including AML provisions and relevant fiduciary laws.

You will be comfortable handling business development activities and have the ability to utilise an established network of contacts. There is no requirement to bring a book of business.

If you have excellent interpersonal, critical analysis and problem-solving skills, then apply today with your updated CV or call Marcel on 714 634 to learn more.

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