Director - Private Clients & Family Office
7 months ago
Lead and develop client relationships
Grow revenue through growth activities on existing clients and through intermediary network
Serve as director on client companies
Act as an authorised signatory on client committees of relevant Apex Jersey companies
Clients
Act as Lead Relationship Director on allocated client portfolio (Your Clients)
Serve as a director or alternate director on allocated client companies where AJL is engaged to provide director services and perform such role in line with relevant company law legislation and the AJL Director Services Policy
Provide technical expertise in respect of client matters (fiduciary, governance, accounting, compliance, tax etc)Core skills required Ability to speak and understand English CV Required Keyboard Skills References
-
Senior Manager
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior...
-
Manager - Private Clients & Family Office
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55713ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a...
-
Strategic Leader
1 month ago
Saint Helier, United Kingdom Apex Group Full timeJob SummaryWe are seeking a seasoned professional to lead our private wealth and family office practice as a Director.About the RoleIn this role, you will be responsible for developing and maintaining strong relationships with high net worth individuals and their families. You will work closely with clients to understand their unique needs and provide...
-
Relationship Director/banker
6 months ago
Saint Peter Port, United Kingdom Barclays Full time**Relationship Director or Banker - Private Clients and Family Office** **Guernsey** As a Barclays Relationship Director or Banker - Private Clients and Family Office, you’ll grow and develop relationships with multinational Family Office and local islands based private clients, typically generating sustained revenue by becoming a “trusted advisor”....
-
Director, Client Accounting
6 months ago
Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full time**Department**: Private Wealth **Reports to**: Head of Private Wealth **Responsibilities**: Overall responsibility for leading the Client Accounting function in Guernsey in relation to the outsourced model, managing smooth interactions between the Private Wealth administration teams and the outsourced remote team. **Tasks**: - Providing close team and...
-
Saint Helier, United Kingdom Apex Group Full timeWe are seeking a seasoned Senior Trust Manager to oversee the administration of complex private client portfolios within our Family Office. This role offers an exciting opportunity to work with a team of professionals in a fast-paced environment, overseeing the management and development of Administrators.Key Responsibilities:Own and manage a portfolio of...
-
Lead Director for Client Relationships
1 month ago
Saint Helier, United Kingdom Apex Group Full timeRole OverviewAs a Lead Director for Client Relationships at Apex Group, you will be responsible for leading and developing client relationships to drive revenue growth through existing clients and intermediary networks. You will serve as a director on client companies and act as an authorized signatory on client committees of relevant Apex Jersey...
-
Senior Administrator
7 months ago
St Helier, United Kingdom JTC Group Full time**Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for a Senior Administrator - Private Client to join our team in Jersey. The role will have a specific focus on providing business analysis and business intelligence support to the team. The role will report into a Director within the PCS Operations Team based in...
-
Head of Private Client
7 days ago
Chalfont Saint Giles, United Kingdom OJ Digital Full timeHead of Private ClientThe RoleOur client is a well established and very successful law firm based in Buckinghamshire. They are recruiting for a Head of Private Client department to be based out of their office in near Aylesbury in Buckinghamshire. Key Responsibilities:Report directly into the Managing DirectorLead a team of lawyersAdvise clients on a...
-
Director – Private Equity Funds Jersey
7 months ago
Saint-Helier, United Kingdom SS&C Technologies Holdings Full timeJob Description SS&C Financial ServicesA leading innovator in alternative investment technology solutions and services, SS&C is also home to the industry’s largest fund administrator: SS&C GlobeOp, helping funds of all sizes from start-ups to today's largest funds.Named "Best Administrator: Technology" in the 2020 HFM US Services Awards. Across all of...
-
Director, Client Accounting
7 months ago
St Helier, United Kingdom IQ-EQ Full time**Company Description** IQ EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description** Department**: Private Wealth **Reports to**: Head of Private...
-
Client Compliance Officer
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55720ContractPermanentHoursFull TimeSalaryNegotiableIf you were already in this Client Compliance Officer role, here are some of the areas you would have been working in this week: Monitoring compliance of the relevant registered person’s compliance with legislation...
-
Client Compliance Officer
7 months ago
St Helier, United Kingdom LRI Invest S.A. Full timeThe Apex Group is looking for an experienced Client Compliance Officer. This full-time role is based in Saint Helier and offers a favourable salary and benefits. The Client Compliance Officer role will act as a nominated CO/MLCO/MLRO for several of the Jersey Regulated/Collective Investment Funds/Non-Collective Investment Funds/Jersey Private Funds that the...
-
Associate Director
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55728ContractPermanentHoursFull TimeSalaryNegotiableApex Group has an exciting opportunity for an experienced Associate Director. As an Associate Director, you will support Line Managers in delivering the operational service to clients. In your first few weeks in this...
-
Senior Officer, Private Wealth
6 months ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities (how we will measure success)** - Perform a wide variety of Trust...
-
Associate Director
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55729ContractPermanentHoursFull TimeSalaryNegotiableAs an Associate Director / Director, you will be responsible for overseeing administration obligations and the management of client relationships to support the growing team. You will also focus on developing the...
-
Private Client Tax Manager
5 days ago
Saint Albans, United Kingdom Taylor Rose Recruitment Ltd Full timeJob Description Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly progressive firm of Chartered Accountants in St Albans. Perfect for a CTA Qualified individual seeking the next step up in their career with an excellent work/ life balance, and genuine...
-
Client Compliance Administrator
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55714ContractPermanentHoursFull TimeSalaryNegotiableThe Role: As an Administrator in the Client Compliance Team, you will support the Client Compliance Officers by primarily undertaking compliance monitoring on various fund structures such as Managed Entities/Jersey...
-
Operations Leadership Position
1 month ago
Saint Helier, United Kingdom Apex Group Full timeWe are seeking a seasoned professional to manage the Private Equity Operations Team at Apex Group. This team is responsible for providing administrative and project support to the Jersey Private Equity Division, reporting directly to the Central Operations Director.Key responsibilities include working closely with various teams within the division and Risk,...
-
Private Client Solicitor
2 weeks ago
Saint Minver, United Kingdom G2 Legal Limited Full timePrivate Client Solicitor or Legal Executive – Wadebridge, Cornwall Why This Role? Join a boutique, highly regarded law firm that’s small but perfectly formed Enjoy the charm and beauty of Wadebridge, while working alongside a long-established, respected partner Skip the marketing grind – no business development required; clients will come to you...