Strategic Leader

14 hours ago


Saint Helier, United Kingdom Apex Group Full time
Job Summary

We are seeking a seasoned professional to lead our private wealth and family office practice as a Director.

About the Role

In 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 tailored solutions to meet their goals.

You will also be expected to grow revenue through strategic initiatives and partnerships, and serve as a director on client companies. Additionally, you will act as an authorized signatory on client committees of relevant Apex Group companies.

Key Responsibilities
  • 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 authorized signatory on client committees of relevant Apex Jersey companies
Client Portfolio Management

You will be responsible for managing a portfolio of clients, providing them with expert advice and guidance on matters such as fiduciary, governance, accounting, compliance, and tax. You will also provide technical expertise in respect of client matters.

Requirements
  • Ability to speak and understand English
  • CV Required
  • Keyboard Skills
  • References
Salary Information

The estimated salary for this role is £100,000-£120,000 per annum, depending on experience and qualifications.



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