Private Client Director

2 months ago


Saint Helier, United Kingdom Apex Group Full time

Job Summary:

We are seeking a highly skilled and experienced Director to lead our Private Clients & Family Office team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our clients, growing revenue through strategic initiatives, and providing technical expertise in various areas.

Key Responsibilities:

  • Lead and develop client relationships to drive business growth and retention.
  • Grow revenue through strategic initiatives, including growth activities on existing clients and through intermediary networks.
  • Serve as a director on client companies, ensuring compliance with relevant company law legislation and our Director Services Policy.
  • Act as an authorized signatory on client committees of relevant Apex Jersey companies.
  • Provide technical expertise in areas such as fiduciary, governance, accounting, compliance, tax, and more.
  • Act as Lead Relationship Director on allocated client portfolios, serving as a director or alternate director on allocated client companies where we provide director services.

Requirements:

  • Ability to speak and understand English.
  • Strong CV and relevant work experience.
  • Excellent keyboard skills and proficiency in relevant software.
  • References from previous employers or professional associations.


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