Head of Private Client - Guernsey

at  Bovill Newgate

KNOWLEDGE, SKILLS & EXPERIENCE

• Ability to provide strong leadership and demonstrate core values inspiring confidence and trust and motivating teams to produce quality service.
• Strong corporate governance experience and demonstrable ability to operate at board level.
• Proven business development and marketing experience including an ability to communicate effectively with and gain the trust of high-net-worth individuals and their advisers, develop and implement marketing initiatives and generate new business.
• Excellent written and verbal communication skills, including experience of public speaking at conferences and seminars.
• Strong interest in staff development and mentoring at all levels.
• Strong commercial acumen.
• A practical and pragmatic approach to problem solving including the practical application of legal knowledge to client matters.
• Strong knowledge of AML and CFT laws and regulations.
• In depth knowledge and understanding of the Fiduciary and Protection of Investor legal and regulatory framework and principles of operating in this environment.

PURPOSE OF THE JOB

Responsible for the leadership of a Service Line in jurisdiction, accountable for ensuring the global Service Line strategy is successfully executed at the local level. Accountable for local Service Line performance, ensuring profit and loss achievement in line with global targets set through the annual planning cycle.
Lead client teams in their jurisdiction, and responsible for local P&L, client satisfaction and client retention and management of selected client accounts, as determined by global Service Line strategy.

CLIENT RESPONSIBILITIES

Acting as primary client director for a small portfolio of fiduciary clients.

Ensuring that a first class service is provided to clients. This includes ensuring that the role holder has an intimate knowledge of their affairs and can ensure that:

• Administration is carried out in a timely and efficient manner; and
• All bills are issued and debts are collected promptly.