CrawlJobs Logo

Director - Private Wealth Services

ogier.com Logo

Ogier

Location Icon

Location:
Jersey

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

At Ogier, we are committed to creating an open and supportive environment where talented individuals can grow and thrive. Our dedicated teams combine expertise and personalised support to provide our clients with a high-quality private wealth service offering tailored solutions which meet their needs. We are seeking a highly motivated and experienced individual to support client development for the Private Wealth service line in Jersey, utilising their existing, and ideally, cross jurisdictional network to generate new business. Helping to lead the broader team in managing a varied portfolio of clients and related entities, you will support team service delivery standards to ensure that client request for actions are responded to within a suitable time frame and to ensure the service delivery is industry leading. Reporting into the Head of Private Wealth Jersey, this role's primary objective is to lead a culture of exceptional client service for Ogier Global in Jersey. This includes responsibility for team leadership, achieving financial targets, regulatory compliance, client relationship management, product development and business development.

Job Responsibility:

  • Continue the client development strategy in coordination with the law firm
  • Undertake business development activity to deliver the client development strategy and income growth targets, within a known jurisdiction where you will ideally have an existing network
  • Support and demonstrate excellent client service, leading and motivating the OGL Private Wealth team, providing coaching and development support as required
  • Work closely with peers in other jurisdictions, sharing best practice, coordinate activity and resources
  • Continuous review of changing market requirements and service improvement opportunities
  • Maintain a strong relationship with the law firm resulting in seamless client service, product development and service enhancements
  • Contribute to marketing activity including client briefings, internal product training, evaluation of trends and support the social media strategy
  • Reinforce the Group Vision and the use of lean management/continuous improvement tools to support sustainable, incremental business improvements
  • Act as a Director on Ogier Global (Jersey) Limited, and subsidiaries
  • Act as Director or other formal position on client structures where opportunities present
  • Develop content for relevant policies and procedures and wider Knowledge Management utilising the existing infrastructure
  • Where required, working with the Head of Risk, obtain relevant regulatory approvals
  • Drive an 'Ogier Best Way' ethos across the support team through rigorous process review to drive alignment and consistency
  • Define and direct clear operational service standards through implementation of data led SLAs and KPIs

Requirements:

  • A strong background with a minimum of 10 years in private wealth services
  • Considerable practical experience, supported by a relevant professional qualification such as STEP, CGI, ACCA
  • Hands on experience in managing private wealth engagements, including growing existing and new client relationships as part of relevant BD activity
  • Experience in acting as a director on the board of private wealth clients
  • Demonstrated ability to build and lead a strong motivated team by providing guidance, feedback and day to day direction
  • Strong client service mentality, with extensive technical skills in the relevant service delivery
  • Self-driven and willing to take on responsibility with the ability to keep resilient under pressure
  • In-depth knowledge of Fiduciary administration operations
  • Knowledge of regulatory environments, with experience of liaising with the relevant regulators
  • Excellent collaboration skills through strong stakeholder management
  • Proven ability to influence, negotiate and communicate with internal and external customers through verbal and written formats
  • Good understanding of LEAN/Six Sigma and/or general continuous improvement tools, ideally with a relevant accreditation
  • Proven diagnostic and problem solving skills, drawing to conclusions to achieve the best outcome for the business
  • Technically advanced, always striving to make best use of available systems

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Ogier - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Director - Private Wealth Services

Director, Global Indian Team Lead, Private Bank

Join Relationship Management, to build and maintain relationships with customers...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
  • To manage a business function, providing significant input to function wide strategic initiatives
Job Responsibility
Job Responsibility
  • Establish and nurture profitable partnerships with both corporate and individual clients
  • Be the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success
What we offer
What we offer
  • Structured approach to hybrid working
  • Supportive and inclusive culture and environment
  • Commitment to providing a supportive and inclusive culture and environment
  • Office is carefully designed to optimise the well-being of our colleagues
  • Integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area
  • Fulltime
Read More
Arrow Right

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
  • Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
  • An in depth, up to date, knowledge of taxation including Trust and IHT related matters
  • Experience of reviewing Trust accounts and associated tax aspects
  • Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
  • Experience of dealing with client senior management
  • Can guide and supervise less experienced colleagues
  • Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
  • Staff management experience
  • Leads projects of varying scale and complexity
Job Responsibility
Job Responsibility
  • Manage funds, businesses and trusts of individuals, families and entrepreneurs
  • Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
  • Work across a truly diverse portfolio of global clients
  • Work proactively and manage your own tasks
  • Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
  • Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan with matched employer contributions
  • Private medical access for you and your family
  • Income protection plan
  • Holiday purchase scheme (up to 10 days additional leave)
  • Bike to work scheme
  • Agile working
  • Programmes, resources, and frameworks for career development
  • Mentoring and coaching
  • State-of-the-art collaboration spaces
Read More
Arrow Right

Private Client Tax Director

Our rapidly growing Private Client Team manage funds, businesses and trusts of i...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • In depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures
  • Strong experiences and the ability to lead projects in succession planning for multi-generational families and to provide support to the wider private client team on a wide range of private client tax matters
  • Experience advising in the UK and offshore trusts area and working with trustees and wealth advisory teams on the taxation considerations
  • Experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities
  • Ability to provide private client compliance and advisory services to a wide range of clients using resource from a shared service team
  • Understanding of potential risks to the firm arising from various aspects of client engagement
  • Ability to guide and supervise less experienced colleagues
  • Ability to support, train, mentor and advise others
  • Willingness to challenge current practice – driving improvements and championing change
  • Takes personal responsibility for own decisions and actions and those of others
Job Responsibility
Job Responsibility
  • Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business
  • Visit clients across the world
  • Work proactively and manage your own tasks
  • Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
  • Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan with matched employer contributions
  • Private medical access for you and your family
  • Income protection plan
  • Holiday purchase scheme (up to 10 days additional leave)
  • Bike to work scheme
  • Agile working
  • Wellbeing support
  • Career development programmes, resources, and frameworks
  • Mentoring and coaching
Read More
Arrow Right

Us Private Client Services Director

Our tax professionals draw on their comprehensive experience to deliver business...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • US Enrolled Agent (EA) and ATT qualifications required as a minimum
  • Ideally CTA qualification
  • A broad base of US and UK private client experience working with UHNW families and their family offices
  • Extensive experience delivering written advisory reports
  • Strong capabilities to lead, manage and sign off complex projects with partner support, resolving US and foreign matters involving clients, their advisors, and our global network where needed
  • The passion to make a significant impact within a small, fast growing, dynamic team
Job Responsibility
Job Responsibility
  • Leading client relationships with a proactive advisory approach and a strong, adaptable manner to suit an eclectic and demanding client base
  • In depth experience and a strong understanding of working with families and entrepreneurs delivering dual US/UK written advisory memos on topics including pre-US and pre UK residency tax planning, succession planning including advising on trusts, alternate structuring and pensions
  • Wide experiences with the use of the UK/US treaty in detail
  • Advanced understanding of complex foreign tax credit scenarios and planning solutions.
  • An established record of winning work
  • A reputation in the marketplace and familiarity working in conjunction with lawyers, wealth advisers and other professionals that support UHNW individuals with US aspects to their lives
  • Signing out complex UK and US tax returns including Forms 1040, 1040NR, 3520, 5471, 8858, 8865 etc
  • Experience of presenting internally and externally on topics pertinent to US PCS tax matters
  • The individual would be able to form strong collaborative relationships with other teams on projects
  • A desire for continual learning, assisting in training and inculcating US advisory skills, and development in the junior members of the team
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme
Read More
Arrow Right

Director, Group Strategy

Join the Strategy team to develop strategic plans in collaboration with the Exec...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Significant experience at a top tier consultancy, ideally in combination with experience in a client focused role in Financial Services (Corporate and Investment Banking, Wealth & Private Banking, UK Retail and SME Banking)
  • Solid analytical mindset and approach to problem solving
  • Proven ability to shape, develop and execute a strategy to drive change
  • An ability to read a room and understand and balance the objectives of multiple stakeholders
  • Experience building and leading project teams
  • A clear first instinct to partner and place the team and Barclays above personal advancement
Job Responsibility
Job Responsibility
  • Partner with senior executives to develop and challenge Group and business unit strategies
  • Deliver impact on strategic initiatives by identifying opportunities for growth and optimization
  • Develop talent in the team and foster a culture of development and enablement to achieve full potential
  • Provision of strategic advice to Group Executives to support the decision-making process of business challenges and opportunities
  • Development and implementation of strategic advisory incentives to grow and optimise the bank’s operations, through market research and analysis
  • Collaboration with various stakeholder groups to identify the appropriate strategic direction type to meet the needs of Barclays clients and investors
  • Development of financial models to support strategic recommendations and transactions through financial data analysis, financial projects and considering the financial impact of transactions
  • Management of transactions, negotiations, transaction structure development and post-transaction integration
  • Collaboration with internal stakeholders to maintain client relationships, and develop new relationships to identify opportunities
  • Identification of industry trends, maintain peer benchmarking and developments related to strategic advisory services by attending conferences, participating in training and conducting market research
What we offer
What we offer
  • Hybrid working
  • Flexible working arrangements
  • Structured approach to hybrid working with fixed 'anchor' days
  • Supportive and inclusive culture and environment
  • Commitment to providing a supportive and inclusive culture
  • International scale offering incredible variety, depth and breadth of experience
  • Chance to learn from a globally diverse mix of colleagues
  • Encouragement to embrace mobility
  • Fulltime
Read More
Arrow Right

Chief Risk Officer – Private Client Group

Leads development of an operational risk approach, the setting of target risk le...
Location
Location
United States , Saint Petersburg; New York
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree (B.A.), preferably in Mathematics, with a minimum of fifteen (15) years of financial services experience required
  • Experience in broker-dealer or wealth management firms preferred, especially with exposure to front-office or first-line risk roles in addition to second-line oversight
  • Demonstrated track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is strongly preferred
  • Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management
  • Risk assessment methodologies
  • Risk governance structure and design
  • Risk policy and procedures
  • Infrastructure design, risk controls and segregation of duties
  • Relevant risk-based regulatory schemes including Basel I and Basel II and current rules under review
  • Sarbanes Oxley regulations
Job Responsibility
Job Responsibility
  • Establishes and oversees the implementation of a risk management framework for the business unit, to include defining the business appetite for risk taking and establish appropriate controls
  • Conducts and presents regular risk reviews in order to provide an independent perspective of the business and to keep pace with the changing business environment
  • Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm’s wealth management unit, and Asset Management divisions, serving as a strategic and independent partner to evaluate, challenge, and guide business decisions
  • Continuously monitors and analyzes the businesses risk profile and tolerance to include daily risk monitoring across all relevant risk stripes including market, credit, liquidity and operational risks
  • Identifies emerging risks and advises on risk mitigation strategies
  • Leads the development and implementation of risk assessment and quantification models needed to risk manage the business
  • Oversees and evolves risk reporting processes to enhance the accuracy and effectiveness of risk information
  • Ensures the business risk management practices comply with regulatory requirements and industry best practices. Also, engages with regulators to provide essential risk context
  • Reports risk-related data including risk exposure, compliance to risk policies, and effectiveness of current risk management strategies to the Board of Directors, senior management and various risk committees
  • Collaborates with the business and other key stakeholders to evaluate the risk associated with potential mergers and acquisitions, new product offerings, and other initiatives
  • Fulltime
Read More
Arrow Right

Private Client Tax Director

Our client is one of London's largest professional services firms in the London ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
internationaltaxsearch.com Logo
International Tax Search
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • US Enrolled Agent license
  • ATT designation
  • Experience in signing out tax Forms 1040, 1040NR, 8858, 5471’s/ 8865, 3520’s
  • Strong understanding of CFCs, Subpart F income, GILTI and the potential election planning that can be done to mitigate these factors
  • Emerging reputation in the marketplace
  • Familiarity working in conjunction with lawyers, wealth advisers and other professionals that support HNW/UHNW individuals with US aspects to their lives
Job Responsibility
Job Responsibility
  • Acting as a trusted advisor to clients
  • Business development and winning new work and clientele
  • Leading from the front on strategy, delivery and growing market share
  • Working pro-actively and managing your own tasks
  • Collaborating with others and communicating regularly with senior managers, directors, and partners
  • Identifying and drawing attention to opportunities for enhancing delivery and providing additional services
What we offer
What we offer
  • Competitive salary
  • Benefits
  • Bonuses
  • Clear path to partnership
  • Performance related bonuses
Read More
Arrow Right
New

Private Bank - UHNW Banker - Managing Director

The PrivateBanker Function GroupManagermanages a team of senior professionals. T...
Location
Location
United States , Short Hills, New York
Salary
Salary:
250000.00 - 500000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
March 19, 2026
Flip Icon
Requirements
Requirements
  • 15+ years of experience
  • Extensive and proven experience in Private Banking having covered the UHNW market
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship selling
  • Bachelor's/University degree
  • Master's degree preferred
Job Responsibility
Job Responsibility
  • Grow the existing client business, along with an acquisition strategy for UHNW target names
  • Accountable for driving revenue and responsible for their entire team’s revenue goals
  • Works closely with the Global Market Manager (GMM) to lead the activities for the team
  • Coach and guide team members and help them develop and share sales ideas
  • Co-ordinate client calling and prospecting amongst team members and sharing best practice
  • Work with the GMM to achieve overall team revenues and growth objectives
  • Take the lead in developing and implementing marketing and client events for the team
  • Help team members in executing their account plans by providing guidance and support on specific deals and clients
  • Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
What we offer
What we offer
  • Discretionary and formulaic incentive and retention awards
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy