Director - Family Office Services: Guernsey

4 weeks ago

Guernsey, United Kingdom Agreus Limited Full time

An exclusive opportunity has arisen for an organisation that services world leading families and wealth creators across the globe. The organisation has an excellent reputation and have some exciting plans to grow. This is a great opportunity for anyone lookingto take that 'next step’ within their career.

**Background**

The purpose of this role is to act as the client relationship principal for a varied portfolio of trusts, companies, foundations & partnerships.

**Role Summary**

The Client Director will be responsible for managing client relationships in accordance with internal policies and procedures, relevant laws, guidelines, regulations and codes of practice, to ensure that commercial revenue and business growth targets aremet whilst managing risks to the business and ensuring all regulatory and legal obligations are discharged. Relationship management activities will require travel to London and other centers.

**Role Accountabilities**
- Act as Client Relationship Principal and assume the lead client relationship role, reporting to the Managing Director
- Liaison with other departments in relation to operational matters affecting Client Relationship matters.
- Conducting Client Relationship meetings as appropriate to client base and in accordance with company KPIs and standards.
- Monitoring and reviewing oversight data and addressing issues as necessary.
- Undertaking business development and marketing activity to promote the Group and source new clients for the Group and Trust Guernsey.
- Control over and implementation of ad hoc Department projects from time to time.
- Assist with the development of fiduciary offerings including the introduction of any products developed in other territories.
- 'A’ signatory of the Trust company and its operating subsidiaries
- Form part of the marketing effort through recognition and sourcing of potential introducers of work and meeting them thereafter and ongoing meeting and contact with clients, advisors and marketing leads.

**Minimum Experience/Education Required**
- A minimum of 10 years’ relevant experience
- Attainment of a relevant professional qualification

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