Full Description

Purpose of the role:

Leading the Private Wealth administration team(s) the postholder will act as an ambassador for the Company, raise its profile, build its reputation, and gain respect in the marketplace from clients, intermediaries, shareholders, employees and other stakeholders.

Key responsibilities:

• Board member and A signatory
• Oversee and manage a book of client relationships in accordance with procedures manuals, relevant laws, guidelines, regulations and codes of practice, Lead a team/department/function and have responsibility for meeting business development targets.
• Take full ownership for the financial results and performance of one or more team(s) ensuring that resource allocation, succession planning and business performance are aligned to achieve KPIs and deliver business strategy.

Key skills:

• Comprehensive technical knowledge in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships etc.
• A proven ability to manage and maintain client relationships in accordance with KPIs.
• Demonstrated knowledge of legal and regulatory framework operating in Jersey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.

For more information please visit https://jobs.axalleine.je/job/executive-director-private-wealth-2394.aspx.

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